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 | $15,428 | $93,571-83.5% | $135,903-88.6% | $75,163-79.5% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 14.87% | 30.90%-16.0pp | 68.23%-53.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,385 | $6,404-62.8% | $7,758-69.3% | $4,125-42.2% |
| Admin fee / account holder | $2,141 | $6,975-69.3% | $10,762-80.1% | $5,651-62.1% |