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 | $20,415 | $137,414-85.1% | $189,513-89.2% | $85,850-76.2% |
| Participation rate | 96.0% | 84.6%+11.4pp | 87.8%+8.2pp | 69.3%+26.7pp |
| Annual return | 8.01% | 38.14%-30.1pp | 555.15%-547.1pp | 318.53%-310.5pp |
| Employer contribution / active EE | $365 | $4,344-91.6% | $6,162-94.1% | $2,565-85.8% |
| Participant deferral / active EE | $1,210 | $6,260-80.7% | $8,221-85.3% | $3,952-69.4% |
| Admin fee / account holder | $3,669 | $8,630-57.5% | $12,045-69.5% | $6,260-41.4% |