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 8-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 | $3,931 | $106,749-96.3% | $145,433-97.3% | $82,448-95.2% |
| Participation rate | 79.4% | 75.6%+3.7pp | 82.1%-2.8pp | 68.1%+11.3pp |
| Annual return | 14.00% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,956 | $6,519-70.0% | $7,897-75.2% | $4,139-52.7% |
| Admin fee / account holder | $1,181 | $8,390-85.9% | $13,129-91.0% | $7,234-83.7% |