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 | $22,669 | $209,336-89.2% | $197,124-88.5% | $137,256-83.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.65% | 48.09%-39.4pp | 44.34%-35.7pp | 220.34%-211.7pp |
| Employer contribution / active EE | $952 | $6,591-85.5% | $6,227-84.7% | $4,156-77.1% |
| Participant deferral / active EE | $2,563 | $9,614-73.3% | $9,135-71.9% | $6,407-60.0% |
| Admin fee / account holder | $16,418 | $17,308-5.1% | $16,298+0.7% | $12,270+33.8% |