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 | $19,400 | $81,460-76.2% | $103,333-81.2% | $80,856-76.0% |
| Participation rate | 84.4% | 66.8%+17.5pp | 74.5%+9.9pp | 67.6%+16.7pp |
| Annual return | 9.09% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $36 | $3,105-98.9% | $3,868-99.1% | $2,755-98.7% |
| Participant deferral / active EE | $1,300 | $3,869-66.4% | $5,057-74.3% | $4,296-69.7% |
| Admin fee / account holder | $1,954 | $6,566-70.2% | $8,355-76.6% | $6,918-71.8% |