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 | $10,355 | $87,841-88.2% | $133,980-92.3% | $62,891-83.5% |
| Participation rate | 83.3% | 83.4%0pp | 87.1%-3.7pp | 69.3%+14.0pp |
| Annual return | -7.11% | 12.05%-19.2pp | 29.30%-36.4pp | 20.14%-27.3pp |
| Employer contribution / active EE | $346 | $3,483-90.1% | $5,211-93.4% | $2,281-84.8% |
| Participant deferral / active EE | $1,698 | $4,812-64.7% | $6,282-73.0% | $3,203-47.0% |
| Admin fee / account holder | $2,294 | $5,371-57.3% | $9,324-75.4% | $4,296-46.6% |