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 | $22,725 | $180,449-87.4% | $154,107-85.3% | $135,375-83.2% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -9.42% | 888.09%-897.5pp | 735.12%-744.5pp | 519.73%-529.2pp |
| Employer contribution / active EE | $730 | $6,035-87.9% | $5,298-86.2% | $4,779-84.7% |
| Participant deferral / active EE | $979 | $5,806-83.1% | $5,081-80.7% | $5,609-82.6% |
| Admin fee / account holder | $1,279 | $16,143-92.1% | $13,411-90.5% | $10,827-88.2% |