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 | $25,704 | $180,449-85.8% | $154,107-83.3% | $135,375-81.0% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -8.82% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.6pp |
| Employer contribution / active EE | $841 | $6,035-86.1% | $5,298-84.1% | $4,779-82.4% |
| Participant deferral / active EE | $1,938 | $5,806-66.6% | $5,081-61.9% | $5,609-65.4% |
| Admin fee / account holder | $4,207 | $16,143-73.9% | $13,411-68.6% | $10,827-61.1% |