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 | $14,821 | $179,726-91.8% | $156,263-90.5% | $142,382-89.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 7.57% | 77.86%-70.3pp | 59.47%-51.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $716 | $5,069-85.9% | $4,333-83.5% | $4,299-83.3% |
| Participant deferral / active EE | $1,458 | $6,956-79.0% | $6,158-76.3% | $6,507-77.6% |
| Admin fee / account holder | $3,583 | $17,272-79.3% | $14,255-74.9% | $12,624-71.6% |