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 | $23,243 | $125,758-81.5% | $169,993-86.3% | $75,163-69.1% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 11.67% | 27.20%-15.5pp | 53.37%-41.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,324 | $4,615-71.3% | $6,785-80.5% | $2,670-50.4% |
| Participant deferral / active EE | $1,858 | $6,837-72.8% | $10,408-82.2% | $4,125-55.0% |
| Admin fee / account holder | $1,653 | $8,173-79.8% | $12,815-87.1% | $5,651-70.7% |