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 | $17,596 | $135,952-87.1% | $123,892-85.8% | $273,961-93.6% |
| Participation rate | 70.8% | 84.1%-13.2pp | 81.4%-10.6pp | 83.0%-12.2pp |
| Annual return | 5.99% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $562 | $5,170-89.1% | $4,617-87.8% | $4,869-88.5% |
| Participant deferral / active EE | $716 | $6,343-88.7% | $5,984-88.0% | $5,287-86.5% |
| Admin fee / account holder | $1,377 | $9,817-86.0% | $8,357-83.5% | $10,132-86.4% |