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 | $10,113 | $56,277-82.0% | $80,975-87.5% | $62,891-83.9% |
| Participation rate | 81.8% | 69.0%+12.9pp | 75.8%+6.0pp | 69.3%+12.5pp |
| Annual return | 2.88% | 22.12%-19.2pp | 17.10%-14.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $467 | $4,195-88.9% | $5,696-91.8% | $3,203-85.4% |
| Admin fee / account holder | $1,720 | $3,741-54.0% | $5,516-68.8% | $4,296-60.0% |