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 | $37,336 | $138,347-73.0% | $184,203-79.7% | $80,856-53.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.08% | 20.02%-11.9pp | 28.81%-20.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,306 | $4,850-73.1% | $6,427-79.7% | $2,755-52.6% |
| Participant deferral / active EE | $1,327 | $7,071-81.2% | $9,131-85.5% | $4,296-69.1% |
| Admin fee / account holder | $3,786 | $10,483-63.9% | $13,901-72.8% | $6,918-45.3% |