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 6-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 | $9,230 | $65,409-85.9% | $98,442-90.6% | $85,850-89.2% |
| Participation rate | 75.8% | 65.0%+10.8pp | 73.3%+2.4pp | 69.3%+6.4pp |
| Annual return | 6.98% | 21.76%-14.8pp | 1492.73%-1485.7pp | 318.53%-311.6pp |
| Employer contribution / active EE | $24 | $2,168-98.9% | $2,960-99.2% | $2,565-99.1% |
| Participant deferral / active EE | $705 | $3,166-77.7% | $4,276-83.5% | $3,952-82.2% |
| Admin fee / account holder | $4,037 | $4,593-12.1% | $5,949-32.2% | $6,260-35.5% |