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 | $18,523 | $138,347-86.6% | $184,203-89.9% | $80,856-77.1% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 5.91% | 20.02%-14.1pp | 28.81%-22.9pp | 35.59%-29.7pp |
| Employer contribution / active EE | $747 | $4,850-84.6% | $6,427-88.4% | $2,755-72.9% |
| Participant deferral / active EE | $923 | $7,071-86.9% | $9,131-89.9% | $4,296-78.5% |
| Admin fee / account holder | $3,951 | $10,483-62.3% | $13,901-71.6% | $6,918-42.9% |