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 | $11,601 | $57,976-80.0% | $62,995-81.6% | $62,292-81.4% |
| Participation rate | 82.4% | 75.9%+6.4pp | 74.8%+7.5pp | 69.5%+12.8pp |
| Annual return | 21.61% | 17.54%+4.1pp | 87.57%-66.0pp | 28.90%-7.3pp |
| Employer contribution / active EE | $456 | $2,415-81.1% | $2,759-83.5% | $2,042-77.7% |
| Participant deferral / active EE | $922 | $2,956-68.8% | $3,329-72.3% | $3,169-70.9% |
| Admin fee / account holder | $782 | $276+183.5% | $3,600-78.3% | $479+63.1% |