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 | $20,286 | $181,894-88.8% | $156,549-87.0% | $273,961-92.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 2.19% | 30.74%-28.5pp | 32.23%-30.0pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,103 | $6,248-82.3% | $5,501-79.9% | $4,869-77.3% |
| Participant deferral / active EE | $1,322 | $5,550-76.2% | $4,871-72.9% | $5,287-75.0% |
| Admin fee / account holder | $5,188 | $15,559-66.7% | $13,027-60.2% | $10,132-48.8% |