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 | $6,620 | $89,355-92.6% | $141,162-95.3% | $72,985-90.9% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 87.13% | 111.85%-24.7pp | 71.39%+15.7pp | 81.00%+6.1pp |
| Employer contribution / active EE | $295 | $3,114-90.5% | $4,735-93.8% | $2,440-87.9% |
| Participant deferral / active EE | $746 | $5,418-86.2% | $6,709-88.9% | $3,607-79.3% |
| Admin fee / account holder | $385 | $5,958-93.5% | $10,261-96.2% | $5,124-92.5% |