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 | $11,615 | $198,466-94.1% | $170,442-93.2% | $147,584-92.1% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 8.65% | 257.29%-248.6pp | 205.93%-197.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $881 | $6,184-85.8% | $5,433-83.8% | $4,876-81.9% |
| Participant deferral / active EE | $549 | $5,629-90.2% | $4,939-88.9% | $5,439-89.9% |
| Admin fee / account holder | $2,474 | $16,852-85.3% | $13,880-82.2% | $10,885-77.3% |