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 | $6,645 | $91,552-92.7% | $133,956-95.0% | $79,858-91.7% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -3.07% | 61.85%-64.9pp | 45.09%-48.2pp | 31.71%-34.8pp |
| Employer contribution / active EE | $451 | $2,384-81.1% | $3,919-88.5% | $2,471-81.7% |
| Participant deferral / active EE | $801 | $3,733-78.5% | $5,048-84.1% | $3,740-78.6% |
| Admin fee / account holder | $2,265 | $6,321-64.2% | $8,927-74.6% | $5,306-57.3% |