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 | $26,787 | $109,359-75.5% | $162,163-83.5% | $72,985-63.3% |
| Participation rate | 82.0% | 84.3%-2.3pp | 87.6%-5.6pp | 69.5%+12.5pp |
| Annual return | 6.72% | 25.46%-18.7pp | 115.59%-108.9pp | 81.00%-74.3pp |
| Employer contribution / active EE | $657 | $3,907-83.2% | $5,614-88.3% | $2,440-73.1% |
| Participant deferral / active EE | $1,356 | $5,481-75.3% | $7,298-81.4% | $3,607-62.4% |
| Admin fee / account holder | $1,693 | $7,972-78.8% | $10,843-84.4% | $5,124-67.0% |