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 | $11,089 | $202,318-94.5% | $172,739-93.6% | $152,861-92.7% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 8.49% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.8pp |
| Employer contribution / active EE | $524 | $5,856-91.1% | $5,143-89.8% | $4,762-89.0% |
| Participant deferral / active EE | $919 | $5,948-84.6% | $5,198-82.3% | $5,850-84.3% |
| Admin fee / account holder | $1,036 | $17,109-93.9% | $13,954-92.6% | $11,596-91.1% |