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 | $3,216 | $153,772-97.9% | $133,980-97.6% | $273,961-98.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 3.68% | 36.51%-32.8pp | 29.30%-25.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $262 | $6,029-95.7% | $5,211-95.0% | $4,869-94.6% |
| Participant deferral / active EE | $2,331 | $6,958-66.5% | $6,282-62.9% | $5,287-55.9% |
| Admin fee / account holder | $7,756 | $11,765-34.1% | $9,324-16.8% | $10,132-23.5% |