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 | $29,746 | $109,359-72.8% | $162,163-81.7% | $72,985-59.2% |
| Participation rate | 97.2% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.7pp |
| Annual return | 10.52% | 25.46%-14.9pp | 115.59%-105.1pp | 81.00%-70.5pp |
| Employer contribution / active EE | $1,060 | $3,907-72.9% | $5,614-81.1% | $2,440-56.6% |
| Participant deferral / active EE | $1,340 | $5,481-75.6% | $7,298-81.6% | $3,607-62.9% |
| Admin fee / account holder | $452 | $7,972-94.3% | $10,843-95.8% | $5,124-91.2% |