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.)
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 | $17,860 | $109,359-83.7% | $162,163-89.0% | $72,985-75.5% |
| Participation rate | 72.2% | 84.3%-12.0pp | 87.6%-15.3pp | 69.5%+2.7pp |
| Annual return | 20.06% | 25.46%-5.4pp | 115.59%-95.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $655 | $3,907-83.2% | $5,614-88.3% | $2,440-73.1% |
| Participant deferral / active EE | $1,070 | $5,481-80.5% | $7,298-85.3% | $3,607-70.3% |
| Admin fee / account holder | $847 | $7,972-89.4% | $10,843-92.2% | $5,124-83.5% |