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 | $23,988 | $101,763-76.4% | $164,866-85.5% | $80,874-70.3% |
| Participation rate | 77.3% | 71.8%+5.5pp | 78.6%-1.3pp | 67.6%+9.6pp |
| Annual return | 9.70% | 16.73%-7.0pp | 69.97%-60.3pp | 35.62%-25.9pp |
| Employer contribution / active EE | $519 | $2,954-82.4% | $4,343-88.1% | $2,756-81.2% |
| Participant deferral / active EE | $1,335 | $4,477-70.2% | $6,033-77.9% | $4,297-68.9% |
| Admin fee / account holder | $2,146 | $8,228-73.9% | $12,689-83.1% | $6,935-69.1% |