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 | $7,125 | $95,803-92.6% | $113,168-93.7% | $84,808-91.6% |
| Participation rate | 91.7% | 72.9%+18.8pp | 76.6%+15.1pp | 68.3%+23.4pp |
| Annual return | 14.74% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $607 | $2,360-74.3% | $2,975-79.6% | $2,631-76.9% |
| Participant deferral / active EE | $1,818 | $4,242-57.1% | $5,107-64.4% | $4,212-56.8% |
| Admin fee / account holder | $387 | $8,989-95.7% | $12,068-96.8% | $7,344-94.7% |