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 | $23,834 | $81,947-70.9% | $105,387-77.4% | $72,985-67.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.86% | 42.90%-35.0pp | 26.82%-19.0pp | 81.00%-73.1pp |
| Employer contribution / active EE | $831 | $3,468-76.0% | $4,213-80.3% | $2,440-66.0% |
| Participant deferral / active EE | $404 | $4,494-91.0% | $5,502-92.7% | $3,607-88.8% |
| Admin fee / account holder | $1,431 | $6,258-77.1% | $6,559-78.2% | $5,124-72.1% |