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 | $21,997 | $167,483-86.9% | $115,752-81.0% | $147,584-85.1% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 82.8%-12.2pp |
| Annual return | 8.13% | 12.11%-4.0pp | 19.41%-11.3pp | 578.55%-570.4pp |
| Employer contribution / active EE | $206 | $4,960-95.8% | $3,492-94.1% | $4,876-95.8% |
| Participant deferral / active EE | $1,420 | $7,037-79.8% | $5,204-72.7% | $5,439-73.9% |
| Admin fee / account holder | $399 | $13,069-96.9% | $6,278-93.6% | $10,885-96.3% |