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 | $5,802 | $87,841-93.4% | $133,980-95.7% | $62,891-90.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 87.1%+1.8pp | 69.3%+19.6pp |
| Annual return | 1.40% | 12.05%-10.7pp | 29.30%-27.9pp | 20.14%-18.7pp |
| Employer contribution / active EE | $306 | $3,483-91.2% | $5,211-94.1% | $2,281-86.6% |
| Participant deferral / active EE | $1,328 | $4,812-72.4% | $6,282-78.9% | $3,203-58.5% |
| Admin fee / account holder | $556 | $5,371-89.6% | $9,324-94.0% | $4,296-87.0% |