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 | $7,829 | $54,541-85.6% | $78,778-90.1% | $70,131-88.8% |
| Participation rate | 79.4% | 60.8%+18.6pp | 69.2%+10.2pp | 69.5%+9.9pp |
| Annual return | 11.91% | 21.07%-9.2pp | 35.62%-23.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $193 | $1,089-82.3% | $1,986-90.3% | $2,342-91.8% |
| Participant deferral / active EE | $475 | $2,210-78.5% | $2,958-83.9% | $3,332-85.7% |
| Admin fee / account holder | $4,576 | $3,709+23.4% | $5,134-10.9% | $4,645-1.5% |