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 | $15,560 | $202,318-92.3% | $172,739-91.0% | $152,861-89.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.59% | 1029.65%-1021.1pp | 802.84%-794.3pp | 345.32%-336.7pp |
| Employer contribution / active EE | $1,215 | $5,856-79.2% | $5,143-76.4% | $4,762-74.5% |
| Participant deferral / active EE | $1,333 | $5,948-77.6% | $5,198-74.4% | $5,850-77.2% |
| Admin fee / account holder | $1,317 | $17,109-92.3% | $13,954-90.6% | $11,596-88.6% |