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 | $7,829 | $56,897-86.2% | $84,750-90.8% | $62,891-87.6% |
| Participation rate | 73.7% | 68.5%+5.1pp | 76.6%-2.9pp | 69.3%+4.4pp |
| Annual return | 4.98% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $146 | $2,400-93.9% | $3,574-95.9% | $2,281-93.6% |
| Participant deferral / active EE | $759 | $2,709-72.0% | $3,712-79.5% | $3,203-76.3% |
| Admin fee / account holder | $1,671 | $3,581-53.3% | $5,332-68.7% | $4,296-61.1% |