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 | $19,425 | $77,813-75.0% | $123,544-84.3% | $64,186-69.7% |
| Participation rate | 76.6% | 74.7%+1.9pp | 82.3%-5.7pp | 69.6%+7.0pp |
| Annual return | -8.57% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $389 | $3,014-87.1% | $4,628-91.6% | $2,381-83.6% |
| Participant deferral / active EE | $1,557 | $5,240-70.3% | $6,426-75.8% | $3,470-55.1% |
| Admin fee / account holder | $1,550 | $5,519-71.9% | $9,284-83.3% | $4,888-68.3% |