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 | $5,337 | $124,319-95.7% | $111,297-95.2% | $167,490-96.8% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 7.13% | 37.44%-30.3pp | 54.65%-47.5pp | 478.56%-471.4pp |
| Employer contribution / active EE | $406 | $3,435-88.2% | $2,731-85.1% | $4,837-91.6% |
| Participant deferral / active EE | $896 | $5,180-82.7% | $4,487-80.0% | $6,341-85.9% |
| Admin fee / account holder | $3,423 | $10,618-67.8% | $7,964-57.0% | $12,309-72.2% |