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 | $27,002 | $110,094-75.5% | $151,611-82.2% | $68,494-60.6% |
| Participation rate | 90.7% | 84.0%+6.7pp | 87.5%+3.2pp | 67.9%+22.8pp |
| Annual return | -23.54% | -10.12%-13.4pp | 3.33%-26.9pp | -7.84%-15.7pp |
| Employer contribution / active EE | $663 | $4,471-85.2% | $6,166-89.3% | $2,596-74.5% |
| Participant deferral / active EE | $2,651 | $6,527-59.4% | $8,363-68.3% | $4,027-34.2% |
| Admin fee / account holder | $3,689 | $7,719-52.2% | $11,616-68.2% | $5,403-31.7% |