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 | $7,850 | $201,272-96.1% | $184,203-95.7% | $145,922-94.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 5.66% | 29.00%-23.3pp | 28.81%-23.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $1,312 | $7,022-81.3% | $6,427-79.6% | $4,660-71.8% |
| Participant deferral / active EE | $1,526 | $9,806-84.4% | $9,131-83.3% | $6,688-77.2% |
| Admin fee / account holder | $9,619 | $16,364-41.2% | $13,901-30.8% | $13,397-28.2% |