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 | $9,143 | $72,492-87.4% | $87,100-89.5% | $72,985-87.5% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 10.69% | 24.46%-13.8pp | 28.19%-17.5pp | 81.00%-70.3pp |
| Employer contribution / active EE | $296 | $1,894-84.4% | $2,521-88.3% | $2,440-87.9% |
| Participant deferral / active EE | $1,138 | $3,270-65.2% | $4,049-71.9% | $3,607-68.5% |
| Admin fee / account holder | $6,562 | $5,055+29.8% | $7,497-12.5% | $5,124+28.1% |