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 | $13,505 | $185,822-92.7% | $169,993-92.1% | $139,434-90.3% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 6.49% | 60.50%-54.0pp | 53.37%-46.9pp | 372.94%-366.5pp |
| Employer contribution / active EE | $546 | $7,590-92.8% | $6,785-92.0% | $4,751-88.5% |
| Participant deferral / active EE | $446 | $11,622-96.2% | $10,408-95.7% | $6,710-93.4% |
| Admin fee / account holder | $530 | $15,381-96.6% | $12,815-95.9% | $11,403-95.4% |