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 | $21,475 | $60,349-64.4% | $74,183-71.1% | $62,891-65.9% |
| Participation rate | 73.7% | 72.7%+1.0pp | 76.6%-2.9pp | 69.3%+4.4pp |
| Annual return | 15.24% | 21.37%-6.1pp | 17.74%-2.5pp | 20.14%-4.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $795 | $2,856-72.2% | $3,550-77.6% | $3,203-75.2% |
| Admin fee / account holder | $2,715 | $4,261-36.3% | $5,586-51.4% | $4,296-36.8% |