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 | $16,941 | $157,256-89.2% | $141,162-88.0% | $152,861-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.17% | 64.32%-51.2pp | 71.39%-58.2pp | 345.32%-332.2pp |
| Employer contribution / active EE | $704 | $5,261-86.6% | $4,735-85.1% | $4,762-85.2% |
| Participant deferral / active EE | $1,212 | $7,109-82.9% | $6,709-81.9% | $5,850-79.3% |
| Admin fee / account holder | $988 | $12,120-91.9% | $10,261-90.4% | $11,596-91.5% |