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 | $13,338 | $58,828-77.3% | $77,999-82.9% | $62,891-78.8% |
| Participation rate | 71.0% | 71.1%-0.1pp | 75.5%-4.6pp | 69.3%+1.7pp |
| Annual return | 7.34% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $84 | $1,672-95.0% | $2,470-96.6% | $2,281-96.3% |
| Participant deferral / active EE | $584 | $2,686-78.2% | $3,497-83.3% | $3,203-81.8% |
| Admin fee / account holder | $499 | $4,393-88.6% | $5,480-90.9% | $4,296-88.4% |