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 | $21,250 | $79,944-73.4% | $98,439-78.4% | $75,163-71.7% |
| Participation rate | 72.7% | 70.4%+2.4pp | 75.2%-2.4pp | 67.2%+5.5pp |
| Annual return | 14.83% | 19.75%-4.9pp | 21.16%-6.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $130 | $2,264-94.3% | $3,048-95.7% | $2,670-95.1% |
| Participant deferral / active EE | $933 | $3,752-75.1% | $4,738-80.3% | $4,125-77.4% |
| Admin fee / account holder | $1,194 | $6,840-82.5% | $8,948-86.7% | $5,651-78.9% |