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 | $12,279 | $185,822-93.4% | $169,993-92.8% | $139,434-91.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 6.64% | 60.50%-53.9pp | 53.37%-46.7pp | 372.94%-366.3pp |
| Employer contribution / active EE | $1,000 | $7,590-86.8% | $6,785-85.3% | $4,751-79.0% |
| Participant deferral / active EE | $1,493 | $11,622-87.2% | $10,408-85.7% | $6,710-77.8% |
| Admin fee / account holder | $800 | $15,381-94.8% | $12,815-93.8% | $11,403-93.0% |