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 | $15,217 | $86,286-82.4% | $111,297-86.3% | $85,850-82.3% |
| Participation rate | 77.4% | 73.3%+4.0pp | 77.3%0pp | 69.3%+8.0pp |
| Annual return | 10.22% | 19.99%-9.8pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $239 | $2,043-88.3% | $2,731-91.3% | $2,565-90.7% |
| Participant deferral / active EE | $656 | $3,641-82.0% | $4,487-85.4% | $3,952-83.4% |
| Admin fee / account holder | $1,279 | $8,188-84.4% | $7,964-83.9% | $6,260-79.6% |