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 | $20,733 | $89,355-76.8% | $141,162-85.3% | $72,985-71.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.84% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.2pp |
| Employer contribution / active EE | $545 | $3,114-82.5% | $4,735-88.5% | $2,440-77.6% |
| Participant deferral / active EE | $1,107 | $5,418-79.6% | $6,709-83.5% | $3,607-69.3% |
| Admin fee / account holder | $674 | $5,958-88.7% | $10,261-93.4% | $5,124-86.9% |