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 | $24,719 | $78,705-68.6% | $117,854-79.0% | $70,131-64.8% |
| Participation rate | 70.4% | 73.2%-2.8pp | 79.7%-9.3pp | 69.5%+0.8pp |
| Annual return | 10.98% | 23.30%-12.3pp | 335.08%-324.1pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $815 | $3,297-75.3% | $4,482-81.8% | $3,332-75.5% |
| Admin fee / account holder | $820 | $5,065-83.8% | $8,020-89.8% | $4,645-82.4% |