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 | $22,740 | $123,793-81.6% | $177,821-87.2% | $79,858-71.5% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 20.76% | 22.82%-2.1pp | 48.32%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $292 | $4,095-92.9% | $5,918-95.1% | $2,471-88.2% |
| Participant deferral / active EE | $2,293 | $5,956-61.5% | $7,714-70.3% | $3,740-38.7% |
| Admin fee / account holder | $1,221 | $7,243-83.1% | $12,427-90.2% | $5,306-77.0% |