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 | $16,752 | $135,952-87.7% | $123,892-86.5% | $273,961-93.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 5.81% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $741 | $5,170-85.7% | $4,617-84.0% | $4,869-84.8% |
| Participant deferral / active EE | $1,522 | $6,343-76.0% | $5,984-74.6% | $5,287-71.2% |
| Admin fee / account holder | $44,382 | $9,817+352.1% | $8,357+431.1% | $10,132+338.0% |