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 6-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 | $10,352 | $111,754-90.7% | $103,333-90.0% | $145,922-92.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 5.54% | 24.77%-19.2pp | 24.88%-19.3pp | 561.29%-555.7pp |
| Employer contribution / active EE | $791 | $4,212-81.2% | $3,868-79.6% | $4,660-83.0% |
| Participant deferral / active EE | $869 | $5,619-84.5% | $5,057-82.8% | $6,688-87.0% |
| Admin fee / account holder | $8,242 | $9,750-15.5% | $8,355-1.3% | $13,397-38.5% |