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 | $23,782 | $137,414-82.7% | $189,513-87.5% | $85,850-72.3% |
| Participation rate | 82.1% | 84.6%-2.5pp | 87.8%-5.7pp | 69.3%+12.8pp |
| Annual return | 4.78% | 38.14%-33.4pp | 555.15%-550.4pp | 318.53%-313.8pp |
| Employer contribution / active EE | $407 | $4,344-90.6% | $6,162-93.4% | $2,565-84.1% |
| Participant deferral / active EE | $1,322 | $6,260-78.9% | $8,221-83.9% | $3,952-66.5% |
| Admin fee / account holder | $13,863 | $8,630+60.6% | $12,045+15.1% | $6,260+121.5% |