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 5-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 | $13,985 | $183,592-92.4% | $155,567-91.0% | $145,959-90.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 8.58% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $923 | $5,315-82.6% | $4,674-80.2% | $4,661-80.2% |
| Participant deferral / active EE | $1,668 | $6,464-74.2% | $5,628-70.4% | $6,689-75.1% |
| Admin fee / account holder | $4,857 | $19,318-74.9% | $15,916-69.5% | $13,398-63.7% |