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 | $13,124 | $78,422-83.3% | $95,952-86.3% | $79,858-83.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.15% | 19.37%-14.2pp | 91.61%-86.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $242 | $1,945-87.6% | $2,541-90.5% | $2,471-90.2% |
| Participant deferral / active EE | $1,303 | $3,440-62.1% | $4,167-68.7% | $3,740-65.2% |
| Admin fee / account holder | $5,303 | $5,622-5.7% | $6,795-22.0% | $5,306-0.1% |