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 | $16,317 | $123,793-86.8% | $177,821-90.8% | $79,858-79.6% |
| Participation rate | 77.8% | 84.7%-6.9pp | 87.7%-9.9pp | 69.6%+8.1pp |
| Annual return | 12.47% | 22.82%-10.3pp | 48.32%-35.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $701 | $4,095-82.9% | $5,918-88.1% | $2,471-71.6% |
| Participant deferral / active EE | $884 | $5,956-85.2% | $7,714-88.5% | $3,740-76.4% |
| Admin fee / account holder | $2,268 | $7,243-68.7% | $12,427-81.8% | $5,306-57.3% |