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 | $15,339 | $87,733-82.5% | $106,548-85.6% | $85,850-82.1% |
| Participation rate | 89.1% | 71.9%+17.1pp | 76.1%+12.9pp | 69.3%+19.7pp |
| Annual return | 7.59% | 21.86%-14.3pp | 26.80%-19.2pp | 318.53%-310.9pp |
| Employer contribution / active EE | -$1,771 | $2,073-185.4% | $2,819-162.8% | $2,565-169.0% |
| Participant deferral / active EE | $1,183 | $3,469-65.9% | $4,398-73.1% | $3,952-70.1% |
| Admin fee / account holder | $2,155 | $6,767-68.2% | $7,407-70.9% | $6,260-65.6% |