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 | $13,857 | $73,933-81.3% | $96,683-85.7% | $75,163-81.6% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 10.24% | 26.70%-16.5pp | 35.69%-25.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $357 | $2,928-87.8% | $3,737-90.4% | $2,670-86.6% |
| Participant deferral / active EE | $827 | $3,659-77.4% | $4,878-83.1% | $4,125-80.0% |
| Admin fee / account holder | $1,941 | $5,216-62.8% | $6,730-71.2% | $5,651-65.7% |