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 | $20,486 | $106,749-80.8% | $145,433-85.9% | $82,448-75.2% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 8.64% | 27.59%-19.0pp | 66.58%-57.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $141 | $3,444-95.9% | $4,554-96.9% | $2,551-94.5% |
| Participant deferral / active EE | $1,739 | $6,519-73.3% | $7,897-78.0% | $4,139-58.0% |
| Admin fee / account holder | $915 | $8,390-89.1% | $13,129-93.0% | $7,234-87.3% |