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 | $13,503 | $87,135-84.5% | $206,214-93.5% | $116,875-88.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.4%+17.6pp | 74.5%+25.5pp |
| Annual return | 6.29% | 22.51%-16.2pp | -1.60%+7.9pp | 16.29%-10.0pp |
| Employer contribution / active EE | $336 | $3,046-89.0% | $5,967-94.4% | $3,288-89.8% |
| Participant deferral / active EE | $366 | $3,898-90.6% | $4,649-92.1% | $3,885-90.6% |
| Admin fee / account holder | $17,261 | $8,630+100.0% | $13,671+26.3% | $12,263+40.8% |