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 | $20,175 | $153,772-86.9% | $133,980-84.9% | $273,961-92.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.16% | 36.51%-30.4pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $779 | $6,029-87.1% | $5,211-85.1% | $4,869-84.0% |
| Participant deferral / active EE | $1,937 | $6,958-72.2% | $6,282-69.2% | $5,287-63.4% |
| Admin fee / account holder | $43,914 | $11,765+273.3% | $9,324+371.0% | $10,132+333.4% |