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 | $29,870 | $94,529-68.4% | $140,016-78.7% | $64,186-53.5% |
| Participation rate | 72.0% | 84.1%-12.1pp | 87.5%-15.5pp | 69.6%+2.4pp |
| Annual return | -7.32% | 7.77%-15.1pp | 651.12%-658.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $545 | $3,812-85.7% | $5,606-90.3% | $2,381-77.1% |
| Participant deferral / active EE | $1,431 | $5,250-72.7% | $6,927-79.3% | $3,470-58.7% |
| Admin fee / account holder | $864 | $6,741-87.2% | $10,705-91.9% | $4,888-82.3% |