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 9-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 | $14,046 | $115,882-87.9% | $100,516-86.0% | $158,922-91.2% |
| Participation rate | 70.8% | 81.6%-10.7pp | 79.4%-8.6pp | 82.0%-11.1pp |
| Annual return | 2.56% | 34.79%-32.2pp | 30.89%-28.3pp | 302.83%-300.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,805 | $6,674-73.0% | $6,270-71.2% | $5,982-69.8% |
| Admin fee / account holder | $7,982 | $10,995-27.4% | $8,081-1.2% | $11,246-29.0% |