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 | $17,528 | $70,428-75.1% | $96,562-81.8% | $85,850-79.6% |
| Participation rate | 96.4% | 61.8%+34.6pp | 69.8%+26.6pp | 69.3%+27.1pp |
| Annual return | 5.81% | 18.59%-12.8pp | 37.78%-32.0pp | 318.53%-312.7pp |
| Employer contribution / active EE | $266 | $1,413-81.2% | $2,356-88.7% | $2,565-89.6% |
| Participant deferral / active EE | $956 | $2,894-67.0% | $3,849-75.2% | $3,952-75.8% |
| Admin fee / account holder | $1,145 | $4,997-77.1% | $6,181-81.5% | $6,260-81.7% |