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 | $15,821 | $197,591-92.0% | $177,821-91.1% | $158,922-90.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.31% | 58.76%-52.4pp | 48.32%-42.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $696 | $6,697-89.6% | $5,918-88.2% | $4,761-85.4% |
| Participant deferral / active EE | $696 | $8,405-91.7% | $7,714-91.0% | $5,982-88.4% |
| Admin fee / account holder | $6,011 | $15,399-61.0% | $12,427-51.6% | $11,246-46.5% |