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 | $17,420 | $183,963-90.5% | $162,163-89.3% | $152,861-88.6% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 5.05% | 150.76%-145.7pp | 115.59%-110.5pp | 345.32%-340.3pp |
| Employer contribution / active EE | $694 | $6,371-89.1% | $5,614-87.6% | $4,762-85.4% |
| Participant deferral / active EE | $473 | $8,034-94.1% | $7,298-93.5% | $5,850-91.9% |
| Admin fee / account holder | $2,587 | $13,121-80.3% | $10,843-76.1% | $11,596-77.7% |