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 | $239,571-98.6% | $183,328-98.2% | $137,256-97.5% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 80.0%-10.0pp |
| Annual return | 6.39% | 35.69%-29.3pp | 29.67%-23.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $888 | $6,148-85.6% | $5,055-82.4% | $4,156-78.6% |
| Participant deferral / active EE | $1,476 | $7,995-81.5% | $6,795-78.3% | $6,407-77.0% |
| Admin fee / account holder | $3,934 | $30,059-86.9% | $21,427-81.6% | $12,270-67.9% |