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 7-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 | $11,047 | $209,336-94.7% | $197,124-94.4% | $137,256-92.0% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 11.17% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $665 | $6,591-89.9% | $6,227-89.3% | $4,156-84.0% |
| Participant deferral / active EE | $1,091 | $9,614-88.6% | $9,135-88.1% | $6,407-83.0% |
| Admin fee / account holder | $687 | $17,308-96.0% | $16,298-95.8% | $12,270-94.4% |