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 | $24,621 | $125,758-80.4% | $169,993-85.5% | $75,163-67.2% |
| Participation rate | 93.0% | 83.6%+9.4pp | 87.0%+6.0pp | 67.2%+25.8pp |
| Annual return | 12.27% | 27.20%-14.9pp | 53.37%-41.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,054 | $4,615-77.2% | $6,785-84.5% | $2,670-60.5% |
| Participant deferral / active EE | $2,358 | $6,837-65.5% | $10,408-77.3% | $4,125-42.8% |
| Admin fee / account holder | $7,097 | $8,173-13.2% | $12,815-44.6% | $5,651+25.6% |