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 | $37,035 | $138,347-73.2% | $184,203-79.9% | $80,856-54.2% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.6%+13.6pp |
| Annual return | 11.16% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,501 | $4,850-69.1% | $6,427-76.6% | $2,755-45.5% |
| Participant deferral / active EE | $2,818 | $7,071-60.1% | $9,131-69.1% | $4,296-34.4% |
| Admin fee / account holder | $8,970 | $10,483-14.4% | $13,901-35.5% | $6,918+29.7% |