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 | $11,211 | $87,841-87.2% | $133,980-91.6% | $62,891-82.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 2.43% | 12.05%-9.6pp | 29.30%-26.9pp | 20.14%-17.7pp |
| Employer contribution / active EE | $518 | $3,483-85.1% | $5,211-90.1% | $2,281-77.3% |
| Participant deferral / active EE | $577 | $4,812-88.0% | $6,282-90.8% | $3,203-82.0% |
| Admin fee / account holder | $415 | $5,371-92.3% | $9,324-95.6% | $4,296-90.3% |