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 | $11,621 | $181,894-93.6% | $156,549-92.6% | $273,961-95.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.20% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,087 | $6,248-82.6% | $5,501-80.2% | $4,869-77.7% |
| Participant deferral / active EE | $1,655 | $5,550-70.2% | $4,871-66.0% | $5,287-68.7% |
| Admin fee / account holder | $1,138 | $15,559-92.7% | $13,027-91.3% | $10,132-88.8% |