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 | $31,575 | $123,793-74.5% | $177,821-82.2% | $79,858-60.5% |
| Participation rate | 75.5% | 84.7%-9.1pp | 87.7%-12.2pp | 69.6%+5.9pp |
| Annual return | 4.03% | 22.82%-18.8pp | 48.32%-44.3pp | 31.71%-27.7pp |
| Employer contribution / active EE | $697 | $4,095-83.0% | $5,918-88.2% | $2,471-71.8% |
| Participant deferral / active EE | $1,565 | $5,956-73.7% | $7,714-79.7% | $3,740-58.2% |
| Admin fee / account holder | $1,424 | $7,243-80.3% | $12,427-88.5% | $5,306-73.2% |