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 | $15,448 | $63,355-75.6% | $91,989-83.2% | $72,985-78.8% |
| Participation rate | 88.9% | 72.5%+16.4pp | 78.6%+10.3pp | 69.5%+19.4pp |
| Annual return | 14.27% | 35.35%-21.1pp | 69.02%-54.8pp | 81.00%-66.7pp |
| Employer contribution / active EE | $211 | $2,116-90.0% | $3,452-93.9% | $2,440-91.4% |
| Participant deferral / active EE | $1,444 | $4,883-70.4% | $5,923-75.6% | $3,607-60.0% |
| Admin fee / account holder | $21,696 | $4,668+364.8% | $7,743+180.2% | $5,124+323.4% |