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 | $6,364 | $181,894-96.5% | $156,549-95.9% | $273,961-97.7% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 4.59% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $939 | $6,248-85.0% | $5,501-82.9% | $4,869-80.7% |
| Participant deferral / active EE | $1,199 | $5,550-78.4% | $4,871-75.4% | $5,287-77.3% |
| Admin fee / account holder | $1,342 | $15,559-91.4% | $13,027-89.7% | $10,132-86.8% |