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 | $12,994 | $80,968-84.0% | $96,544-86.5% | $75,163-82.7% |
| Participation rate | 72.9% | 71.8%+1.1pp | 76.0%-3.0pp | 67.2%+5.7pp |
| Annual return | 10.70% | 27.06%-16.4pp | 25.84%-15.1pp | 160.62%-149.9pp |
| Employer contribution / active EE | $529 | $2,282-76.8% | $2,965-82.2% | $2,670-80.2% |
| Participant deferral / active EE | $889 | $3,928-77.4% | $4,851-81.7% | $4,125-78.4% |
| Admin fee / account holder | $764 | $6,724-88.6% | $8,252-90.7% | $5,651-86.5% |