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 | $10,327 | $67,606-84.7% | $82,313-87.5% | $70,131-85.3% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.9%-0.8pp | 69.5%+6.6pp |
| Annual return | 11.36% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $118 | $1,755-93.3% | $2,428-95.1% | $2,342-95.0% |
| Participant deferral / active EE | $385 | $2,987-87.1% | $3,706-89.6% | $3,332-88.4% |
| Admin fee / account holder | $1,463 | $4,512-67.6% | $5,608-73.9% | $4,645-68.5% |