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 | $18,841 | $78,422-76.0% | $95,952-80.4% | $79,858-76.4% |
| Participation rate | 75.4% | 73.5%+2.0pp | 77.1%-1.6pp | 69.6%+5.8pp |
| Annual return | 9.28% | 19.37%-10.1pp | 91.61%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $144 | $1,945-92.6% | $2,541-94.3% | $2,471-94.2% |
| Participant deferral / active EE | $979 | $3,440-71.5% | $4,167-76.5% | $3,740-73.8% |
| Admin fee / account holder | $4,851 | $5,622-13.7% | $6,795-28.6% | $5,306-8.6% |