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 | $12,658 | $110,094-88.5% | $151,611-91.7% | $68,494-81.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 87.5%-0.8pp | 67.9%+18.8pp |
| Annual return | -18.97% | -10.12%-8.9pp | 3.33%-22.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $784 | $4,471-82.5% | $6,166-87.3% | $2,596-69.8% |
| Participant deferral / active EE | $2,767 | $6,527-57.6% | $8,363-66.9% | $4,027-31.3% |
| Admin fee / account holder | $433 | $7,719-94.4% | $11,616-96.3% | $5,403-92.0% |