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 | $34,798 | $109,359-68.2% | $162,163-78.5% | $72,985-52.3% |
| Participation rate | 82.3% | 84.3%-2.0pp | 87.6%-5.3pp | 69.5%+12.8pp |
| Annual return | 16.81% | 25.46%-8.6pp | 115.59%-98.8pp | 81.00%-64.2pp |
| Employer contribution / active EE | $495 | $3,907-87.3% | $5,614-91.2% | $2,440-79.7% |
| Participant deferral / active EE | $2,499 | $5,481-54.4% | $7,298-65.8% | $3,607-30.7% |
| Admin fee / account holder | $634 | $7,972-92.1% | $10,843-94.2% | $5,124-87.6% |