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 | $21,112 | $125,758-83.2% | $169,993-87.6% | $75,163-71.9% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.0%+2.3pp | 67.2%+22.1pp |
| Annual return | 8.01% | 27.20%-19.2pp | 53.37%-45.4pp | 160.62%-152.6pp |
| Employer contribution / active EE | $1,427 | $4,615-69.1% | $6,785-79.0% | $2,670-46.6% |
| Participant deferral / active EE | $1,031 | $6,837-84.9% | $10,408-90.1% | $4,125-75.0% |
| Admin fee / account holder | $898 | $8,173-89.0% | $12,815-93.0% | $5,651-84.1% |