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 | $14,748 | $61,660-76.1% | $80,019-81.6% | $64,186-77.0% |
| Participation rate | 84.4% | 71.7%+12.8pp | 75.8%+8.6pp | 69.6%+14.9pp |
| Annual return | -7.93% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $148 | $1,810-91.8% | $2,468-94.0% | $2,381-93.8% |
| Participant deferral / active EE | $394 | $2,968-86.7% | $3,686-89.3% | $3,470-88.7% |
| Admin fee / account holder | $6,406 | $5,417+18.3% | $6,521-1.8% | $4,888+31.1% |