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 | $13,092 | $99,079-86.8% | $77,999-83.2% | $273,961-95.2% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.5%+3.6pp | 83.0%-3.8pp |
| Annual return | 6.45% | 217.93%-211.5pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $81 | $3,308-97.6% | $2,470-96.7% | $4,869-98.3% |
| Participant deferral / active EE | $359 | $4,306-91.7% | $3,497-89.7% | $5,287-93.2% |
| Admin fee / account holder | $875 | $8,954-90.2% | $5,480-84.0% | $10,132-91.4% |