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 | $21,118 | $135,952-84.5% | $123,892-83.0% | $273,961-92.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.69% | 56.63%-57.3pp | 47.52%-48.2pp | 41.45%-42.1pp |
| Employer contribution / active EE | $786 | $5,170-84.8% | $4,617-83.0% | $4,869-83.9% |
| Participant deferral / active EE | $449 | $6,343-92.9% | $5,984-92.5% | $5,287-91.5% |
| Admin fee / account holder | $46,510 | $9,817+373.8% | $8,357+456.6% | $10,132+359.0% |