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 | $19,926 | $110,094-81.9% | $151,611-86.9% | $68,494-70.9% |
| Participation rate | 79.4% | 84.0%-4.5pp | 87.5%-8.1pp | 67.9%+11.5pp |
| Annual return | 7.40% | -10.12%+17.5pp | 3.33%+4.1pp | -7.84%+15.2pp |
| Employer contribution / active EE | $706 | $4,471-84.2% | $6,166-88.5% | $2,596-72.8% |
| Participant deferral / active EE | $2,546 | $6,527-61.0% | $8,363-69.6% | $4,027-36.8% |
| Admin fee / account holder | $8,442 | $7,719+9.4% | $11,616-27.3% | $5,403+56.2% |