See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,121 | $109,359-82.5% | $162,163-88.2% | $72,985-73.8% |
| Participation rate | 88.1% | 84.3%+3.8pp | 87.6%+0.5pp | 69.5%+18.6pp |
| Annual return | 3.90% | 25.46%-21.6pp | 115.59%-111.7pp | 81.00%-77.1pp |
| Employer contribution / active EE | $873 | $3,907-77.7% | $5,614-84.4% | $2,440-64.2% |
| Participant deferral / active EE | $858 | $5,481-84.3% | $7,298-88.2% | $3,607-76.2% |
| Admin fee / account holder | $1,803 | $7,972-77.4% | $10,843-83.4% | $5,124-64.8% |