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 | $9,731 | $65,696-85.2% | $56,429-82.8% | $147,584-93.4% |
| Participation rate | 88.9% | 85.5%+3.3pp | 80.0%+8.8pp | 82.8%+6.1pp |
| Annual return | 5.07% | 13.32%-8.2pp | 19.04%-14.0pp | 578.55%-573.5pp |
| Employer contribution / active EE | $389 | $4,121-90.6% | $3,405-88.6% | $4,876-92.0% |
| Participant deferral / active EE | $777 | $4,876-84.1% | $3,951-80.3% | $5,439-85.7% |
| Admin fee / account holder | $2,533 | $5,947-57.4% | $4,466-43.3% | $10,885-76.7% |