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 | $16,503 | $78,672-79.0% | $109,143-84.9% | $85,850-80.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 5.36% | 25.09%-19.7pp | 25.75%-20.4pp | 318.53%-313.2pp |
| Employer contribution / active EE | $536 | $2,735-80.4% | $3,722-85.6% | $2,565-79.1% |
| Participant deferral / active EE | $1,159 | $3,467-66.6% | $4,653-75.1% | $3,952-70.7% |
| Admin fee / account holder | $17,446 | $5,469+219.0% | $6,752+158.4% | $6,260+178.7% |