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 6-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 | $14,146 | $349,454-96.0% | $250,061-94.3% | $338,187-95.8% |
| Participation rate | 100.0% | 46.9%+53.1pp | 46.0%+54.0pp | 44.0%+56.0pp |
| Annual return | 9.52% | 7.41%+2.1pp | 7.82%+1.7pp | 13.05%-3.5pp |
| Employer contribution / active EE | $4,607 | $40,226-88.5% | $31,823-85.5% | $37,639-87.8% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $49-100.0% |
| Admin fee / account holder | $147,506 | $31,499+368.3% | $18,503+697.2% | $30,864+377.9% |