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 | $8,634 | $181,894-95.3% | $156,549-94.5% | $273,961-96.8% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 7.63% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $645 | $6,248-89.7% | $5,501-88.3% | $4,869-86.7% |
| Participant deferral / active EE | $1,027 | $5,550-81.5% | $4,871-78.9% | $5,287-80.6% |
| Admin fee / account holder | $1,508 | $15,559-90.3% | $13,027-88.4% | $10,132-85.1% |