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 | $13,595 | $88,707-84.7% | $74,183-81.7% | $273,961-95.0% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 3.39% | 11.94%-8.6pp | 17.74%-14.3pp | 41.45%-38.1pp |
| Employer contribution / active EE | $214 | $3,159-93.2% | $2,370-91.0% | $4,869-95.6% |
| Participant deferral / active EE | $449 | $4,212-89.3% | $3,550-87.3% | $5,287-91.5% |
| Admin fee / account holder | $2,102 | $8,717-75.9% | $5,586-62.4% | $10,132-79.3% |