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 | $18,002 | $98,240-81.7% | $82,313-78.1% | $147,584-87.8% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 9.26% | 30.85%-21.6pp | 25.88%-16.6pp | 578.55%-569.3pp |
| Employer contribution / active EE | $137 | $3,192-95.7% | $2,428-94.3% | $4,876-97.2% |
| Participant deferral / active EE | $719 | $4,383-83.6% | $3,706-80.6% | $5,439-86.8% |
| Admin fee / account holder | $2,353 | $8,563-72.5% | $5,608-58.0% | $10,885-78.4% |