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 8-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 | $4,834 | $73,933-93.5% | $96,683-95.0% | $75,163-93.6% |
| Participation rate | 80.6% | 66.4%+14.2pp | 74.3%+6.3pp | 67.2%+13.5pp |
| Annual return | 7.98% | 26.70%-18.7pp | 35.69%-27.7pp | 160.62%-152.6pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,402 | $3,659-61.7% | $4,878-71.3% | $4,125-66.0% |
| Admin fee / account holder | $1,529 | $5,216-70.7% | $6,730-77.3% | $5,651-72.9% |