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 | $880 | $65,685-98.7% | $57,179-98.5% | $273,961-99.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | -11.00% | 21.99%-33.0pp | 14.59%-25.6pp | 41.45%-52.5pp |
| Employer contribution / active EE | $72 | $3,279-97.8% | $2,682-97.3% | $4,869-98.5% |
| Participant deferral / active EE | $72 | $3,782-98.1% | $3,096-97.7% | $5,287-98.6% |
| Admin fee / account holder | $748 | $4,835-84.5% | $3,139-76.2% | $10,132-92.6% |