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 | $7,390 | $98,750-92.5% | $149,696-95.1% | $79,858-90.7% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.5%-7.0pp | 69.6%+5.8pp |
| Annual return | 8.86% | 27.43%-18.6pp | 276.60%-267.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,122 | $5,680-80.2% | $6,842-83.6% | $3,740-70.0% |
| Admin fee / account holder | $10,542 | $6,053+74.2% | $9,309+13.3% | $5,306+98.7% |