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 | $23,404 | $209,411-88.8% | $178,490-86.9% | $158,922-85.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 3.28% | 188.75%-185.5pp | 151.07%-147.8pp | 302.83%-299.5pp |
| Employer contribution / active EE | $887 | $5,706-84.5% | $5,011-82.3% | $4,761-81.4% |
| Participant deferral / active EE | $1,140 | $5,954-80.9% | $5,202-78.1% | $5,982-80.9% |
| Admin fee / account holder | $2,904 | $17,074-83.0% | $13,984-79.2% | $11,246-74.2% |