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 | $24,044 | $78,422-69.3% | $95,952-74.9% | $79,858-69.9% |
| Participation rate | 83.9% | 73.5%+10.4pp | 77.1%+6.9pp | 69.6%+14.3pp |
| Annual return | 16.07% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $320 | $1,945-83.6% | $2,541-87.4% | $2,471-87.1% |
| Participant deferral / active EE | $1,286 | $3,440-62.6% | $4,167-69.1% | $3,740-65.6% |
| Admin fee / account holder | $891 | $5,622-84.2% | $6,795-86.9% | $5,306-83.2% |