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 | $28,723 | $198,466-85.5% | $170,442-83.1% | $147,584-80.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 8.13% | 257.29%-249.2pp | 205.93%-197.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $356 | $6,184-94.2% | $5,433-93.4% | $4,876-92.7% |
| Participant deferral / active EE | $356 | $5,629-93.7% | $4,939-92.8% | $5,439-93.4% |
| Admin fee / account holder | $443 | $16,852-97.4% | $13,880-96.8% | $10,885-95.9% |