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 | $9,606 | $87,841-89.1% | $133,980-92.8% | $62,891-84.7% |
| Participation rate | 73.7% | 83.4%-9.7pp | 87.1%-13.4pp | 69.3%+4.4pp |
| Annual return | 3.67% | 12.05%-8.4pp | 29.30%-25.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $291 | $3,483-91.6% | $5,211-94.4% | $2,281-87.2% |
| Participant deferral / active EE | $737 | $4,812-84.7% | $6,282-88.3% | $3,203-77.0% |
| Admin fee / account holder | $2,417 | $5,371-55.0% | $9,324-74.1% | $4,296-43.7% |