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 | $29,360 | $123,793-76.3% | $177,821-83.5% | $79,858-63.2% |
| Participation rate | 72.0% | 84.7%-12.7pp | 87.7%-15.7pp | 69.6%+2.4pp |
| Annual return | 11.94% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,729 | $5,956-71.0% | $7,714-77.6% | $3,740-53.8% |
| Admin fee / account holder | $773 | $7,243-89.3% | $12,427-93.8% | $5,306-85.4% |