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 | $14,356 | $86,929-83.5% | $102,423-86.0% | $80,856-82.2% |
| Participation rate | 87.9% | 72.4%+15.5pp | 76.5%+11.4pp | 67.6%+20.2pp |
| Annual return | 10.52% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $605 | $2,369-74.4% | $3,023-80.0% | $2,755-78.0% |
| Participant deferral / active EE | $1,754 | $4,118-57.4% | $5,053-65.3% | $4,296-59.2% |
| Admin fee / account holder | $971 | $8,049-87.9% | $9,451-89.7% | $6,918-86.0% |