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 | $7,704 | $198,466-96.1% | $170,442-95.5% | $147,584-94.8% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 5.65% | 257.29%-251.6pp | 205.93%-200.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $359 | $6,184-94.2% | $5,433-93.4% | $4,876-92.6% |
| Participant deferral / active EE | $777 | $5,629-86.2% | $4,939-84.3% | $5,439-85.7% |
| Admin fee / account holder | $11,993 | $16,852-28.8% | $13,880-13.6% | $10,885+10.2% |