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 | $14,495 | $62,586-76.8% | $76,768-81.1% | $64,186-77.4% |
| Participation rate | 72.1% | 72.8%-0.8pp | 77.0%-4.9pp | 69.6%+2.5pp |
| Annual return | -8.50% | -1.95%-6.6pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $234 | $1,832-87.2% | $2,485-90.6% | $2,381-90.2% |
| Participant deferral / active EE | $956 | $3,145-69.6% | $3,852-75.2% | $3,470-72.4% |
| Admin fee / account holder | $402 | $4,667-91.4% | $6,675-94.0% | $4,888-91.8% |