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 | $2,244 | $135,952-98.3% | $123,892-98.2% | $273,961-99.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 1.39% | 56.63%-55.2pp | 47.52%-46.1pp | 41.45%-40.1pp |
| Employer contribution / active EE | $203 | $5,170-96.1% | $4,617-95.6% | $4,869-95.8% |
| Participant deferral / active EE | $558 | $6,343-91.2% | $5,984-90.7% | $5,287-89.4% |
| Admin fee / account holder | $1,484 | $9,817-84.9% | $8,357-82.2% | $10,132-85.4% |