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 | $9,838 | $177,572-94.5% | $154,803-93.6% | $142,382-93.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 7.79% | 65.07%-57.3pp | 58.88%-51.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $623 | $4,810-87.1% | $4,305-85.5% | $4,299-85.5% |
| Participant deferral / active EE | $1,272 | $6,272-79.7% | $5,540-77.0% | $6,507-80.4% |
| Admin fee / account holder | $24,758 | $16,786+47.5% | $14,329+72.8% | $12,624+96.1% |