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 5-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 | $2,966 | $81,460-96.4% | $103,333-97.1% | $80,856-96.3% |
| Participation rate | 77.3% | 66.8%+10.5pp | 74.5%+2.8pp | 67.6%+9.7pp |
| Annual return | 8.38% | 25.55%-17.2pp | 24.88%-16.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $731 | $3,105-76.5% | $3,868-81.1% | $2,755-73.5% |
| Participant deferral / active EE | $1,256 | $3,869-67.5% | $5,057-75.2% | $4,296-70.8% |
| Admin fee / account holder | $443 | $6,566-93.3% | $8,355-94.7% | $6,918-93.6% |