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 | $22,723 | $185,822-87.8% | $169,993-86.6% | $139,434-83.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.01% | 60.50%-56.5pp | 53.37%-49.4pp | 372.94%-368.9pp |
| Employer contribution / active EE | $908 | $7,590-88.0% | $6,785-86.6% | $4,751-80.9% |
| Participant deferral / active EE | $1,555 | $11,622-86.6% | $10,408-85.1% | $6,710-76.8% |
| Admin fee / account holder | $1,750 | $15,381-88.6% | $12,815-86.3% | $11,403-84.7% |