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 | $14,634 | $135,952-89.2% | $123,892-88.2% | $273,961-94.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 2.43% | 56.63%-54.2pp | 47.52%-45.1pp | 41.45%-39.0pp |
| Employer contribution / active EE | $413 | $5,170-92.0% | $4,617-91.1% | $4,869-91.5% |
| Participant deferral / active EE | $1,039 | $6,343-83.6% | $5,984-82.6% | $5,287-80.3% |
| Admin fee / account holder | $3,016 | $9,817-69.3% | $8,357-63.9% | $10,132-70.2% |