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 | $32,636 | $94,529-65.5% | $140,016-76.7% | $64,186-49.2% |
| Participation rate | 84.6% | 84.1%+0.5pp | 87.5%-2.9pp | 69.6%+15.0pp |
| Annual return | -7.64% | 7.77%-15.4pp | 651.12%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $946 | $3,812-75.2% | $5,606-83.1% | $2,381-60.3% |
| Participant deferral / active EE | $2,038 | $5,250-61.2% | $6,927-70.6% | $3,470-41.2% |
| Admin fee / account holder | $3,985 | $6,741-40.9% | $10,705-62.8% | $4,888-18.5% |