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 | $11,694 | $98,750-88.2% | $149,696-92.2% | $79,858-85.4% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.8pp |
| Annual return | 9.53% | 27.43%-17.9pp | 276.60%-267.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $535 | $3,216-83.4% | $4,644-88.5% | $2,471-78.3% |
| Participant deferral / active EE | $828 | $5,680-85.4% | $6,842-87.9% | $3,740-77.9% |
| Admin fee / account holder | $2,964 | $6,053-51.0% | $9,309-68.2% | $5,306-44.1% |