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 | $15,448 | $109,413-85.9% | $156,263-90.1% | $84,808-81.8% |
| Participation rate | 90.7% | 72.7%+18.0pp | 78.9%+11.8pp | 68.3%+22.4pp |
| Annual return | 9.05% | 20.18%-11.1pp | 59.47%-50.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $253 | $2,907-91.3% | $4,333-94.2% | $2,631-90.4% |
| Participant deferral / active EE | $493 | $4,590-89.2% | $6,158-92.0% | $4,212-88.3% |
| Admin fee / account holder | $747 | $9,357-92.0% | $14,255-94.8% | $7,344-89.8% |