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 | $14,097 | $183,963-92.3% | $162,163-91.3% | $152,861-90.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.97% | 150.76%-138.8pp | 115.59%-103.6pp | 345.32%-333.3pp |
| Employer contribution / active EE | $1,292 | $6,371-79.7% | $5,614-77.0% | $4,762-72.9% |
| Participant deferral / active EE | $1,326 | $8,034-83.5% | $7,298-81.8% | $5,850-77.3% |
| Admin fee / account holder | $30,888 | $13,121+135.4% | $10,843+184.9% | $11,596+166.4% |