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 | $18,534 | $181,894-89.8% | $156,549-88.2% | $273,961-93.2% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | -0.50% | 30.74%-31.2pp | 32.23%-32.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $589 | $6,248-90.6% | $5,501-89.3% | $4,869-87.9% |
| Participant deferral / active EE | $1,352 | $5,550-75.6% | $4,871-72.2% | $5,287-74.4% |
| Admin fee / account holder | $706 | $15,559-95.5% | $13,027-94.6% | $10,132-93.0% |