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 | $7,541 | $84,233-91.0% | $170,442-95.6% | $70,131-89.2% |
| Participation rate | 91.4% | 70.8%+20.6pp | 83.6%+7.8pp | 69.5%+21.9pp |
| Annual return | 9.40% | 23.06%-13.7pp | 205.93%-196.5pp | 73.14%-63.7pp |
| Employer contribution / active EE | $359 | $3,387-89.4% | $5,433-93.4% | $2,342-84.7% |
| Participant deferral / active EE | $729 | $3,086-76.4% | $4,939-85.2% | $3,332-78.1% |
| Admin fee / account holder | $912 | $5,698-84.0% | $13,880-93.4% | $4,645-80.4% |