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 | $22,720 | $88,370-74.3% | $112,977-79.9% | $79,858-71.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 5.38% | 23.16%-17.8pp | 24.24%-18.9pp | 31.71%-26.3pp |
| Employer contribution / active EE | $403 | $3,398-88.1% | $4,255-90.5% | $2,471-83.7% |
| Participant deferral / active EE | $811 | $4,536-82.1% | $5,836-86.1% | $3,740-78.3% |
| Admin fee / account holder | $2,569 | $5,750-55.3% | $6,294-59.2% | $5,306-51.6% |