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 | $10,744 | $72,492-85.2% | $87,100-87.7% | $72,985-85.3% |
| Participation rate | 81.0% | 72.8%+8.2pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 0.83% | 24.46%-23.6pp | 28.19%-27.4pp | 81.00%-80.2pp |
| Employer contribution / active EE | $394 | $1,894-79.2% | $2,521-84.4% | $2,440-83.8% |
| Participant deferral / active EE | $427 | $3,270-86.9% | $4,049-89.4% | $3,607-88.2% |
| Admin fee / account holder | $1,480 | $5,055-70.7% | $7,497-80.3% | $5,124-71.1% |