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 | $18,139 | $87,870-79.4% | $113,168-84.0% | $74,304-75.6% |
| Participation rate | 74.3% | 70.7%+3.5pp | 76.6%-2.3pp | 60.3%+13.9pp |
| Annual return | 13.56% | 26.44%-12.9pp | 24.27%-10.7pp | 29.43%-15.9pp |
| Employer contribution / active EE | $169 | $2,277-92.6% | $2,975-94.3% | $2,241-92.4% |
| Participant deferral / active EE | $1,693 | $4,241-60.1% | $5,107-66.8% | $3,767-55.1% |
| Admin fee / account holder | $826 | $3,368-75.5% | $12,068-93.2% | $2,969-72.2% |