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 | $8,558 | $95,803-91.1% | $113,168-92.4% | $84,808-89.9% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 11.41% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $547 | $2,360-76.8% | $2,975-81.6% | $2,631-79.2% |
| Participant deferral / active EE | $1,224 | $4,242-71.2% | $5,107-76.0% | $4,212-70.9% |
| Admin fee / account holder | $2,942 | $8,989-67.3% | $12,068-75.6% | $7,344-59.9% |