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 4-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 | $36,989 | $125,758-70.6% | $169,993-78.2% | $75,163-50.8% |
| Participation rate | 81.6% | 83.6%-2.0pp | 87.0%-5.4pp | 67.2%+14.4pp |
| Annual return | 8.67% | 27.20%-18.5pp | 53.37%-44.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $796 | $4,615-82.8% | $6,785-88.3% | $2,670-70.2% |
| Participant deferral / active EE | $2,445 | $6,837-64.2% | $10,408-76.5% | $4,125-40.7% |
| Admin fee / account holder | $3,418 | $8,173-58.2% | $12,815-73.3% | $5,651-39.5% |