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 6-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 | $9,112 | $111,754-91.8% | $103,333-91.2% | $145,922-93.8% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 8.74% | 24.77%-16.0pp | 24.88%-16.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $519 | $4,212-87.7% | $3,868-86.6% | $4,660-88.9% |
| Participant deferral / active EE | $669 | $5,619-88.1% | $5,057-86.8% | $6,688-90.0% |
| Admin fee / account holder | $2,085 | $9,750-78.6% | $8,355-75.0% | $13,397-84.4% |