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 3-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 | $14,900 | $159,602-90.7% | $150,045-90.1% | $142,382-89.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 0.18% | 70.24%-70.1pp | 62.55%-62.4pp | 217.08%-216.9pp |
| Employer contribution / active EE | $797 | $4,961-83.9% | $4,693-83.0% | $4,299-81.5% |
| Participant deferral / active EE | $1,162 | $8,310-86.0% | $7,997-85.5% | $6,507-82.2% |
| Admin fee / account holder | $1,480 | $14,846-90.0% | $13,435-89.0% | $12,624-88.3% |