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 | $17,731 | $79,944-77.8% | $98,439-82.0% | $75,163-76.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.2%+15.7pp | 67.2%+23.7pp |
| Annual return | 15.72% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.9pp |
| Employer contribution / active EE | $54 | $2,264-97.6% | $3,048-98.2% | $2,670-98.0% |
| Participant deferral / active EE | $1,080 | $3,752-71.2% | $4,738-77.2% | $4,125-73.8% |
| Admin fee / account holder | $2,305 | $6,840-66.3% | $8,948-74.2% | $5,651-59.2% |