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 | $21,914 | $103,966-78.9% | $112,887-80.6% | $75,163-70.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 7.93% | 24.54%-16.6pp | 34.10%-26.2pp | 160.62%-152.7pp |
| Employer contribution / active EE | $396 | $3,870-89.8% | $4,563-91.3% | $2,670-85.2% |
| Participant deferral / active EE | $694 | $5,456-87.3% | $6,513-89.3% | $4,125-83.2% |
| Admin fee / account holder | $4,687 | $7,663-38.8% | $7,047-33.5% | $5,651-17.1% |