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 | $18,204 | $137,414-86.8% | $189,513-90.4% | $85,850-78.8% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 10.74% | 38.14%-27.4pp | 555.15%-544.4pp | 318.53%-307.8pp |
| Employer contribution / active EE | $582 | $4,344-86.6% | $6,162-90.5% | $2,565-77.3% |
| Participant deferral / active EE | $1,115 | $6,260-82.2% | $8,221-86.4% | $3,952-71.8% |
| Admin fee / account holder | $1,280 | $8,630-85.2% | $12,045-89.4% | $6,260-79.6% |