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 | $15,662 | $76,552-79.5% | $123,892-87.4% | $62,891-75.1% |
| Participation rate | 71.6% | 73.0%-1.4pp | 81.4%-9.8pp | 69.3%+2.3pp |
| Annual return | 5.00% | 18.68%-13.7pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $386 | $2,883-86.6% | $4,617-91.6% | $2,281-83.1% |
| Participant deferral / active EE | $1,042 | $4,840-78.5% | $5,984-82.6% | $3,203-67.5% |
| Admin fee / account holder | $1,521 | $4,826-68.5% | $8,357-81.8% | $4,296-64.6% |