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 | $201,272-91.1% | $184,203-90.3% | $145,922-87.8% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 6.68% | 29.00%-22.3pp | 28.81%-22.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $720 | $7,022-89.7% | $6,427-88.8% | $4,660-84.5% |
| Participant deferral / active EE | $1,041 | $9,806-89.4% | $9,131-88.6% | $6,688-84.4% |
| Admin fee / account holder | $13,980 | $16,364-14.6% | $13,901+0.6% | $13,397+4.4% |