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 | $19,746 | $140,588-86.0% | $123,104-84.0% | $125,391-84.3% |
| Participation rate | 70.0% | 88.2%-18.2pp | 86.8%-16.8pp | 83.2%-13.2pp |
| Annual return | -6.40% | 16.80%-23.2pp | 13.22%-19.6pp | 282.22%-288.6pp |
| Employer contribution / active EE | $727 | $6,041-88.0% | $5,151-85.9% | $4,866-85.1% |
| Participant deferral / active EE | $1,487 | $6,980-78.7% | $6,230-76.1% | $5,352-72.2% |
| Admin fee / account holder | $1,150 | $11,198-89.7% | $9,015-87.2% | $9,540-87.9% |