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 | $4,973 | $78,705-93.7% | $117,854-95.8% | $70,131-92.9% |
| Participation rate | 85.4% | 73.2%+12.2pp | 79.7%+5.7pp | 69.5%+15.8pp |
| Annual return | 26.78% | 23.30%+3.5pp | 335.08%-308.3pp | 73.14%-46.4pp |
| Employer contribution / active EE | $172 | $2,223-92.2% | $3,786-95.4% | $2,342-92.6% |
| Participant deferral / active EE | $1,081 | $3,297-67.2% | $4,482-75.9% | $3,332-67.6% |
| Admin fee / account holder | $2,618 | $5,065-48.3% | $8,020-67.4% | $4,645-43.6% |