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 | $11,768 | $202,318-94.2% | $172,739-93.2% | $152,861-92.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 11.90% | 1029.65%-1017.7pp | 802.84%-790.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $721 | $5,856-87.7% | $5,143-86.0% | $4,762-84.9% |
| Participant deferral / active EE | $752 | $5,948-87.4% | $5,198-85.5% | $5,850-87.2% |
| Admin fee / account holder | $303 | $17,109-98.2% | $13,954-97.8% | $11,596-97.4% |