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 | $28,533 | $197,591-85.6% | $177,821-84.0% | $158,922-82.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 6.08% | 58.76%-52.7pp | 48.32%-42.2pp | 302.83%-296.7pp |
| Employer contribution / active EE | $719 | $6,697-89.3% | $5,918-87.9% | $4,761-84.9% |
| Participant deferral / active EE | $1,115 | $8,405-86.7% | $7,714-85.5% | $5,982-81.4% |
| Admin fee / account holder | $1,023 | $15,399-93.4% | $12,427-91.8% | $11,246-90.9% |