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 | $5,831 | $77,899-92.5% | $149,673-96.1% | $75,163-92.2% |
| Participation rate | 76.5% | 65.6%+10.9pp | 78.8%-2.3pp | 67.2%+9.3pp |
| Annual return | 11.30% | 31.72%-20.4pp | 134.42%-123.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $228 | $3,137-92.7% | $4,818-95.3% | $2,670-91.5% |
| Participant deferral / active EE | $823 | $3,411-75.9% | $5,680-85.5% | $4,125-80.1% |
| Admin fee / account holder | $2,794 | $5,956-53.1% | $13,210-78.8% | $5,651-50.6% |