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 | $24,355 | $201,272-87.9% | $184,203-86.8% | $145,922-83.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 1.31% | 29.00%-27.7pp | 28.81%-27.5pp | 561.29%-560.0pp |
| Employer contribution / active EE | $1,431 | $7,022-79.6% | $6,427-77.7% | $4,660-69.3% |
| Participant deferral / active EE | $1,775 | $9,806-81.9% | $9,131-80.6% | $6,688-73.5% |
| Admin fee / account holder | $79,082 | $16,364+383.3% | $13,901+468.9% | $13,397+490.3% |