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 | $14,104 | $86,699-83.7% | $73,307-80.8% | $125,391-88.8% |
| Participation rate | 92.3% | 78.6%+13.7pp | 74.9%+17.4pp | 83.2%+9.1pp |
| Annual return | 2.25% | 2.78%-0.5pp | 5.67%-3.4pp | 282.22%-280.0pp |
| Employer contribution / active EE | $133 | $4,152-96.8% | $3,237-95.9% | $4,866-97.3% |
| Participant deferral / active EE | $1,054 | $5,550-81.0% | $4,991-78.9% | $5,352-80.3% |
| Admin fee / account holder | $1,681 | $7,771-78.4% | $5,637-70.2% | $9,540-82.4% |