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 | $22,486 | $162,781-86.2% | $133,956-83.2% | $158,922-85.9% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 13.03% | 41.94%-28.9pp | 45.09%-32.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $550 | $4,975-88.9% | $3,919-86.0% | $4,761-88.4% |
| Participant deferral / active EE | $1,513 | $5,911-74.4% | $5,048-70.0% | $5,982-74.7% |
| Admin fee / account holder | $5,725 | $11,736-51.2% | $8,927-35.9% | $11,246-49.1% |