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 | $20,825 | $137,414-84.8% | $189,513-89.0% | $85,850-75.7% |
| Participation rate | 84.8% | 84.6%+0.2pp | 87.8%-3.0pp | 69.3%+15.5pp |
| Annual return | 6.94% | 38.14%-31.2pp | 555.15%-548.2pp | 318.53%-311.6pp |
| Employer contribution / active EE | $1,267 | $4,344-70.8% | $6,162-79.4% | $2,565-50.6% |
| Participant deferral / active EE | $1,679 | $6,260-73.2% | $8,221-79.6% | $3,952-57.5% |
| Admin fee / account holder | $1,188 | $8,630-86.2% | $12,045-90.1% | $6,260-81.0% |