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 | $14,928 | $132,239-88.7% | $105,722-85.9% | $273,961-94.6% |
| Participation rate | 84.6% | 83.2%+1.4pp | 78.9%+5.7pp | 83.0%+1.6pp |
| Annual return | 4.54% | 10.07%-5.5pp | 12.25%-7.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $490 | $4,867-89.9% | $4,079-88.0% | $4,869-89.9% |
| Participant deferral / active EE | $1,252 | $6,233-79.9% | $5,326-76.5% | $5,287-76.3% |
| Admin fee / account holder | $5,707 | $12,032-52.6% | $8,308-31.3% | $10,132-43.7% |