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 | $9,371 | $67,606-86.1% | $82,313-88.6% | $70,131-86.6% |
| Participation rate | 84.8% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.3pp |
| Annual return | 11.21% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $132 | $1,755-92.5% | $2,428-94.6% | $2,342-94.4% |
| Participant deferral / active EE | $1,323 | $2,987-55.7% | $3,706-64.3% | $3,332-60.3% |
| Admin fee / account holder | $475 | $4,512-89.5% | $5,608-91.5% | $4,645-89.8% |