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 | $20,791 | $87,841-76.3% | $133,980-84.5% | $62,891-66.9% |
| Participation rate | 75.9% | 83.4%-7.5pp | 87.1%-11.2pp | 69.3%+6.6pp |
| Annual return | 6.33% | 12.05%-5.7pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $845 | $3,483-75.7% | $5,211-83.8% | $2,281-63.0% |
| Participant deferral / active EE | $1,904 | $4,812-60.4% | $6,282-69.7% | $3,203-40.5% |
| Admin fee / account holder | $2,361 | $5,371-56.0% | $9,324-74.7% | $4,296-45.0% |