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 | $28,636 | $132,049-78.3% | $200,582-85.7% | $74,304-61.5% |
| Participation rate | 97.1% | 84.1%+13.0pp | 86.9%+10.2pp | 60.3%+36.7pp |
| Annual return | 12.66% | 22.22%-9.6pp | 42.33%-29.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $529 | $4,558-88.4% | $6,419-91.8% | $2,241-76.4% |
| Participant deferral / active EE | $1,979 | $7,213-72.6% | $9,331-78.8% | $3,767-47.5% |
| Admin fee / account holder | $1,136 | $2,405-52.8% | $16,305-93.0% | $2,969-61.8% |