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 | $29,978 | $198,466-84.9% | $170,442-82.4% | $147,584-79.7% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 4.63% | 257.29%-252.7pp | 205.93%-201.3pp | 578.55%-573.9pp |
| Employer contribution / active EE | $1,000 | $6,184-83.8% | $5,433-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $1,215 | $5,629-78.4% | $4,939-75.4% | $5,439-77.7% |
| Admin fee / account holder | $1,844 | $16,852-89.1% | $13,880-86.7% | $10,885-83.1% |