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 | $12,492 | $183,519-93.2% | $155,509-92.0% | $145,922-91.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.66% | 61.17%-54.5pp | 64.67%-58.0pp | 561.29%-554.6pp |
| Employer contribution / active EE | $754 | $5,313-85.8% | $4,672-83.9% | $4,660-83.8% |
| Participant deferral / active EE | $875 | $6,462-86.5% | $5,626-84.5% | $6,688-86.9% |
| Admin fee / account holder | $2,983 | $19,313-84.6% | $15,912-81.3% | $13,397-77.7% |