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 | $26,838 | $123,793-78.3% | $177,821-84.9% | $79,858-66.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.18% | 22.82%-3.6pp | 48.32%-29.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $513 | $4,095-87.5% | $5,918-91.3% | $2,471-79.2% |
| Participant deferral / active EE | $2,495 | $5,956-58.1% | $7,714-67.7% | $3,740-33.3% |
| Admin fee / account holder | $2,893 | $7,243-60.1% | $12,427-76.7% | $5,306-45.5% |