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 | $18,395 | $68,346-73.1% | $94,646-80.6% | $75,163-75.5% |
| Participation rate | 72.4% | 76.1%-3.7pp | 80.8%-8.4pp | 67.2%+5.2pp |
| Annual return | 11.45% | 616.93%-605.5pp | 156.71%-145.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $308 | $2,701-88.6% | $3,672-91.6% | $2,670-88.5% |
| Participant deferral / active EE | $622 | $6,537-90.5% | $7,418-91.6% | $4,125-84.9% |
| Admin fee / account holder | $471 | $5,326-91.2% | $7,231-93.5% | $5,651-91.7% |