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 | $4,382 | $76,552-94.3% | $123,892-96.5% | $62,891-93.0% |
| Participation rate | 71.7% | 73.0%-1.2pp | 81.4%-9.7pp | 69.3%+2.4pp |
| Annual return | 17.71% | 18.68%-1.0pp | 47.52%-29.8pp | 20.14%-2.4pp |
| Employer contribution / active EE | $84 | $2,883-97.1% | $4,617-98.2% | $2,281-96.3% |
| Participant deferral / active EE | $439 | $4,840-90.9% | $5,984-92.7% | $3,203-86.3% |
| Admin fee / account holder | $1,165 | $4,826-75.9% | $8,357-86.1% | $4,296-72.9% |