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 | $16,711 | $87,841-81.0% | $133,980-87.5% | $62,891-73.4% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.7pp | 69.3%+27.5pp |
| Annual return | 5.55% | 12.05%-6.5pp | 29.30%-23.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $221 | $3,483-93.7% | $5,211-95.8% | $2,281-90.3% |
| Participant deferral / active EE | $2,107 | $4,812-56.2% | $6,282-66.5% | $3,203-34.2% |
| Admin fee / account holder | $1,851 | $5,371-65.5% | $9,324-80.2% | $4,296-56.9% |