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 | $41,200 | $138,347-70.2% | $184,203-77.6% | $80,856-49.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 86.8%-15.4pp | 67.6%+3.8pp |
| Annual return | 14.20% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,713 | $7,071-61.6% | $9,131-70.3% | $4,296-36.8% |
| Admin fee / account holder | $1,062 | $10,483-89.9% | $13,901-92.4% | $6,918-84.6% |