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 | $18,140 | $183,963-90.1% | $162,163-88.8% | $152,861-88.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 10.79% | 150.76%-140.0pp | 115.59%-104.8pp | 345.32%-334.5pp |
| Employer contribution / active EE | $587 | $6,371-90.8% | $5,614-89.6% | $4,762-87.7% |
| Participant deferral / active EE | $780 | $8,034-90.3% | $7,298-89.3% | $5,850-86.7% |
| Admin fee / account holder | $5,451 | $13,121-58.5% | $10,843-49.7% | $11,596-53.0% |