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 | $11,388 | $185,822-93.9% | $169,993-93.3% | $139,434-91.8% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 4.64% | 60.50%-55.9pp | 53.37%-48.7pp | 372.94%-368.3pp |
| Employer contribution / active EE | $709 | $7,590-90.7% | $6,785-89.6% | $4,751-85.1% |
| Participant deferral / active EE | $802 | $11,622-93.1% | $10,408-92.3% | $6,710-88.0% |
| Admin fee / account holder | $1,678 | $15,381-89.1% | $12,815-86.9% | $11,403-85.3% |