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 | $24,590 | $91,407-73.1% | $135,903-81.9% | $71,457-65.6% |
| Participation rate | 91.9% | 75.7%+16.3pp | 81.9%+10.0pp | 67.9%+24.0pp |
| Annual return | 26.17% | 29.90%-3.7pp | 68.23%-42.1pp | 28.85%-2.7pp |
| Employer contribution / active EE | $283 | $3,703-92.4% | $4,856-94.2% | $2,588-89.1% |
| Participant deferral / active EE | $583 | $7,092-91.8% | $7,758-92.5% | $4,289-86.4% |
| Admin fee / account holder | $1,179 | $1,266-6.8% | $10,762-89.0% | $1,587-25.7% |