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 6-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 | $6,368 | $93,571-93.2% | $135,903-95.3% | $75,163-91.5% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 5.35% | 30.90%-25.6pp | 68.23%-62.9pp | 160.62%-155.3pp |
| Employer contribution / active EE | $545 | $3,537-84.6% | $4,856-88.8% | $2,670-79.6% |
| Participant deferral / active EE | $1,863 | $6,404-70.9% | $7,758-76.0% | $4,125-54.8% |
| Admin fee / account holder | $580 | $6,975-91.7% | $10,762-94.6% | $5,651-89.7% |