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 10-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 | $26,448 | $101,724-74.0% | $164,813-84.0% | $80,856-67.3% |
| Participation rate | 82.1% | 71.8%+10.3pp | 78.6%+3.5pp | 67.6%+14.5pp |
| Annual return | 10.33% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $446 | $2,953-84.9% | $4,341-89.7% | $2,755-83.8% |
| Participant deferral / active EE | $1,100 | $4,477-75.4% | $6,031-81.8% | $4,296-74.4% |
| Admin fee / account holder | $3,163 | $8,227-61.6% | $12,690-75.1% | $6,918-54.3% |