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 | $19,957 | $168,632-88.2% | $147,614-86.5% | $125,391-84.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -5.45% | 77.65%-83.1pp | 61.98%-67.4pp | 282.22%-287.7pp |
| Employer contribution / active EE | $416 | $6,252-93.3% | $5,564-92.5% | $4,866-91.4% |
| Participant deferral / active EE | $587 | $5,507-89.3% | $4,895-88.0% | $5,352-89.0% |
| Admin fee / account holder | $414 | $13,580-97.0% | $11,611-96.4% | $9,540-95.7% |