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 | $32,639 | $123,793-73.6% | $177,821-81.6% | $79,858-59.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.68% | 22.82%-12.1pp | 48.32%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,158 | $4,095-71.7% | $5,918-80.4% | $2,471-53.1% |
| Participant deferral / active EE | $1,562 | $5,956-73.8% | $7,714-79.8% | $3,740-58.2% |
| Admin fee / account holder | $2,130 | $7,243-70.6% | $12,427-82.9% | $5,306-59.9% |