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 | $19,589 | $65,041-69.9% | $90,951-78.5% | $79,858-75.5% |
| Participation rate | 86.0% | 61.6%+24.4pp | 69.0%+17.0pp | 69.6%+16.4pp |
| Annual return | 6.13% | 30.45%-24.3pp | 134.60%-128.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $199 | $1,247-84.0% | $2,122-90.6% | $2,471-91.9% |
| Participant deferral / active EE | $796 | $2,512-68.3% | $3,373-76.4% | $3,740-78.7% |
| Admin fee / account holder | $3,068 | $4,536-32.4% | $5,959-48.5% | $5,306-42.2% |