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 | $14,354 | $153,772-90.7% | $133,980-89.3% | $273,961-94.8% |
| Participation rate | 84.6% | 88.4%-3.7pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | -3.87% | 36.51%-40.4pp | 29.30%-33.2pp | 41.45%-45.3pp |
| Employer contribution / active EE | $829 | $6,029-86.3% | $5,211-84.1% | $4,869-83.0% |
| Participant deferral / active EE | $1,260 | $6,958-81.9% | $6,282-79.9% | $5,287-76.2% |
| Admin fee / account holder | $3,388 | $11,765-71.2% | $9,324-63.7% | $10,132-66.6% |