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 4-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 | $3,375 | $238,490-98.6% | $180,183-98.1% | $142,382-97.6% |
| Participation rate | 70.0% | 82.3%-12.3pp | 77.4%-7.4pp | 80.1%-10.1pp |
| Annual return | 6.39% | 33.56%-27.2pp | 27.86%-21.5pp | 217.08%-210.7pp |
| Employer contribution / active EE | $888 | $6,143-85.5% | $5,039-82.4% | $4,299-79.3% |
| Participant deferral / active EE | $1,476 | $7,996-81.5% | $6,822-78.4% | $6,507-77.3% |
| Admin fee / account holder | $3,934 | $28,866-86.4% | $19,975-80.3% | $12,624-68.8% |