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 | $6,927 | $57,065-87.9% | $75,670-90.8% | $70,131-90.1% |
| Participation rate | 84.3% | 68.1%+16.2pp | 72.3%+12.0pp | 69.5%+14.8pp |
| Annual return | 12.29% | 23.57%-11.3pp | 27.34%-15.1pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $854 | $2,580-66.9% | $3,142-72.8% | $3,332-74.4% |
| Admin fee / account holder | $1,966 | $3,825-48.6% | $5,800-66.1% | $4,645-57.7% |