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 | $22,895 | $109,359-79.1% | $162,163-85.9% | $72,985-68.6% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.6%+9.2pp | 69.5%+27.3pp |
| Annual return | 4.88% | 25.46%-20.6pp | 115.59%-110.7pp | 81.00%-76.1pp |
| Employer contribution / active EE | $666 | $3,907-82.9% | $5,614-88.1% | $2,440-72.7% |
| Participant deferral / active EE | $1,244 | $5,481-77.3% | $7,298-83.0% | $3,607-65.5% |
| Admin fee / account holder | $1,906 | $7,972-76.1% | $10,843-82.4% | $5,124-62.8% |