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 | $22,743 | $138,347-83.6% | $184,203-87.7% | $80,856-71.9% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.6%+20.9pp |
| Annual return | 8.50% | 20.02%-11.5pp | 28.81%-20.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $101 | $4,850-97.9% | $6,427-98.4% | $2,755-96.3% |
| Participant deferral / active EE | $2,271 | $7,071-67.9% | $9,131-75.1% | $4,296-47.1% |
| Admin fee / account holder | $8,619 | $10,483-17.8% | $13,901-38.0% | $6,918+24.6% |