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 | $26,153 | $138,347-81.1% | $184,203-85.8% | $80,856-67.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 86.8%-15.4pp | 67.6%+3.8pp |
| Annual return | 8.66% | 20.02%-11.4pp | 28.81%-20.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $481 | $4,850-90.1% | $6,427-92.5% | $2,755-82.5% |
| Participant deferral / active EE | $1,830 | $7,071-74.1% | $9,131-80.0% | $4,296-57.4% |
| Admin fee / account holder | $4,658 | $10,483-55.6% | $13,901-66.5% | $6,918-32.7% |