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 | $30,863 | $153,772-79.9% | $133,980-77.0% | $273,961-88.7% |
| Participation rate | 76.9% | 88.4%-11.4pp | 87.1%-10.1pp | 83.0%-6.1pp |
| Annual return | 1.27% | 36.51%-35.2pp | 29.30%-28.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $373 | $6,029-93.8% | $5,211-92.9% | $4,869-92.3% |
| Participant deferral / active EE | $749 | $6,958-89.2% | $6,282-88.1% | $5,287-85.8% |
| Admin fee / account holder | $2,347 | $11,765-80.0% | $9,324-74.8% | $10,132-76.8% |