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 | $38,007 | $137,414-72.3% | $189,513-79.9% | $85,850-55.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.40% | 38.14%-29.7pp | 555.15%-546.8pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,037 | $4,344-76.1% | $6,162-83.2% | $2,565-59.6% |
| Participant deferral / active EE | $1,054 | $6,260-83.2% | $8,221-87.2% | $3,952-73.3% |
| Admin fee / account holder | $2,011 | $8,630-76.7% | $12,045-83.3% | $6,260-67.9% |