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 | $8,641 | $77,419-88.8% | $69,455-87.6% | $152,861-94.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 9.55% | 39.06%-29.5pp | 28.97%-19.4pp | 345.32%-335.8pp |
| Employer contribution / active EE | $9 | $3,315-99.7% | $2,779-99.7% | $4,762-99.8% |
| Participant deferral / active EE | $420 | $4,414-90.5% | $3,535-88.1% | $5,850-92.8% |
| Admin fee / account holder | $5,393 | $6,207-13.1% | $3,839+40.5% | $11,596-53.5% |