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 | $29,539 | $209,411-85.9% | $178,490-83.5% | $158,922-81.4% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 1.88% | 188.75%-186.9pp | 151.07%-149.2pp | 302.83%-300.9pp |
| Employer contribution / active EE | $876 | $5,706-84.7% | $5,011-82.5% | $4,761-81.6% |
| Participant deferral / active EE | $1,331 | $5,954-77.6% | $5,202-74.4% | $5,982-77.8% |
| Admin fee / account holder | $1,473 | $17,074-91.4% | $13,984-89.5% | $11,246-86.9% |