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 7-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 | $11,133 | $177,572-93.7% | $154,803-92.8% | $142,382-92.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 9.52% | 65.07%-55.5pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $774 | $4,810-83.9% | $4,305-82.0% | $4,299-82.0% |
| Participant deferral / active EE | $1,575 | $6,272-74.9% | $5,540-71.6% | $6,507-75.8% |
| Admin fee / account holder | $320 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |