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 | $34,598 | $123,793-72.1% | $177,821-80.5% | $79,858-56.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 1.54% | 22.82%-21.3pp | 48.32%-46.8pp | 31.71%-30.2pp |
| Employer contribution / active EE | $655 | $4,095-84.0% | $5,918-88.9% | $2,471-73.5% |
| Participant deferral / active EE | $698 | $5,956-88.3% | $7,714-91.0% | $3,740-81.3% |
| Admin fee / account holder | $3,423 | $7,243-52.7% | $12,427-72.5% | $5,306-35.5% |