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 | $16,535 | $78,422-78.9% | $95,952-82.8% | $79,858-79.3% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 8.19% | 19.37%-11.2pp | 91.61%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $120 | $1,945-93.8% | $2,541-95.3% | $2,471-95.1% |
| Participant deferral / active EE | $730 | $3,440-78.8% | $4,167-82.5% | $3,740-80.5% |
| Admin fee / account holder | $15,250 | $5,622+171.3% | $6,795+124.4% | $5,306+187.4% |