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 | $36,441 | $148,978-75.5% | $200,582-81.8% | $84,808-57.0% |
| Participation rate | 89.5% | 84.2%+5.2pp | 86.9%+2.6pp | 68.3%+21.2pp |
| Annual return | 8.25% | 28.16%-19.9pp | 42.33%-34.1pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,425 | $4,815-70.4% | $6,419-77.8% | $2,631-45.8% |
| Participant deferral / active EE | $1,715 | $7,142-76.0% | $9,331-81.6% | $4,212-59.3% |
| Admin fee / account holder | $1,456 | $13,977-89.6% | $16,305-91.1% | $7,344-80.2% |