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 | $23,839 | $123,793-80.7% | $177,821-86.6% | $79,858-70.1% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 5.47% | 22.82%-17.4pp | 48.32%-42.9pp | 31.71%-26.2pp |
| Employer contribution / active EE | $1,224 | $4,095-70.1% | $5,918-79.3% | $2,471-50.5% |
| Participant deferral / active EE | $2,293 | $5,956-61.5% | $7,714-70.3% | $3,740-38.7% |
| Admin fee / account holder | $4,604 | $7,243-36.4% | $12,427-63.0% | $5,306-13.2% |