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 | $6,519 | $66,402-90.2% | $109,895-94.1% | $85,850-92.4% |
| Participation rate | 77.6% | 63.9%+13.7pp | 74.2%+3.3pp | 69.3%+8.2pp |
| Annual return | 9.72% | 19.59%-9.9pp | 29.45%-19.7pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $199 | $2,842-93.0% | $4,048-95.1% | $3,952-95.0% |
| Admin fee / account holder | $650 | $4,557-85.7% | $6,066-89.3% | $6,260-89.6% |