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 | $6,762 | $93,571-92.8% | $135,903-95.0% | $75,163-91.0% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | -42.74% | 30.90%-73.6pp | 68.23%-111.0pp | 160.62%-203.4pp |
| Employer contribution / active EE | $478 | $3,537-86.5% | $4,856-90.2% | $2,670-82.1% |
| Participant deferral / active EE | $1,017 | $6,404-84.1% | $7,758-86.9% | $4,125-75.4% |
| Admin fee / account holder | $362 | $6,975-94.8% | $10,762-96.6% | $5,651-93.6% |