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 | $40,435 | $362,131-88.8% | $285,549-85.8% | $357,791-88.7% |
| Participation rate | 71.4% | 89.8%-18.4pp | 83.2%-11.7pp | 85.6%-14.2pp |
| Annual return | 0.44% | 5.08%-4.6pp | 7.15%-6.7pp | 396.79%-396.4pp |
| Employer contribution / active EE | $1,191 | $5,952-80.0% | $5,022-76.3% | $7,508-84.1% |
| Participant deferral / active EE | $1,191 | $5,478-78.3% | $4,549-73.8% | $5,521-78.4% |
| Admin fee / account holder | $120,692 | $16,774+619.5% | $13,934+766.2% | $28,387+325.2% |