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 | $8,161 | $98,750-91.7% | $149,696-94.5% | $79,858-89.8% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 10.04% | 27.43%-17.4pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $407 | $3,216-87.3% | $4,644-91.2% | $2,471-83.5% |
| Participant deferral / active EE | $1,129 | $5,680-80.1% | $6,842-83.5% | $3,740-69.8% |
| Admin fee / account holder | $956 | $6,053-84.2% | $9,309-89.7% | $5,306-82.0% |