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 | $22,070 | $83,477-73.6% | $125,175-82.4% | $72,985-69.8% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 17.98% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $925 | $3,585-74.2% | $4,937-81.3% | $3,607-74.4% |
| Admin fee / account holder | $2,499 | $5,517-54.7% | $9,702-74.2% | $5,124-51.2% |