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 | $17,865 | $201,259-91.1% | $184,200-90.3% | $145,959-87.8% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 6.68% | 28.98%-22.3pp | 28.80%-22.1pp | 561.95%-555.3pp |
| Employer contribution / active EE | $720 | $7,018-89.7% | $6,424-88.8% | $4,661-84.6% |
| Participant deferral / active EE | $1,041 | $9,806-89.4% | $9,132-88.6% | $6,689-84.4% |
| Admin fee / account holder | $13,980 | $16,372-14.6% | $13,907+0.5% | $13,398+4.3% |