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 | $6,947 | $94,625-92.7% | $116,228-94.0% | $84,808-91.8% |
| Participation rate | 84.2% | 70.4%+13.8pp | 74.6%+9.7pp | 68.3%+15.9pp |
| Annual return | 12.95% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $255 | $2,347-89.1% | $2,994-91.5% | $2,631-90.3% |
| Participant deferral / active EE | $543 | $3,972-86.3% | $4,953-89.0% | $4,212-87.1% |
| Admin fee / account holder | $1,001 | $10,091-90.1% | $11,989-91.7% | $7,344-86.4% |