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 8-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 | $7,224 | $101,724-92.9% | $164,813-95.6% | $80,856-91.1% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 8.59% | 16.72%-8.1pp | 69.93%-61.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $120 | $2,953-95.9% | $4,341-97.2% | $2,755-95.6% |
| Participant deferral / active EE | $1,719 | $4,477-61.6% | $6,031-71.5% | $4,296-60.0% |
| Admin fee / account holder | $454 | $8,227-94.5% | $12,690-96.4% | $6,918-93.4% |