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 | $10,832 | $107,334-89.9% | $92,893-88.3% | $152,861-92.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 6.97% | 145.58%-138.6pp | 109.41%-102.4pp | 345.32%-338.3pp |
| Employer contribution / active EE | $542 | $4,221-87.2% | $3,653-85.2% | $4,762-88.6% |
| Participant deferral / active EE | $842 | $4,845-82.6% | $4,236-80.1% | $5,850-85.6% |
| Admin fee / account holder | $2,830 | $7,079-60.0% | $5,794-51.2% | $11,596-75.6% |