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 | $19,904 | $153,772-87.1% | $133,980-85.1% | $273,961-92.7% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.1%-0.1pp | 83.0%+3.9pp |
| Annual return | 6.77% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $167 | $6,029-97.2% | $5,211-96.8% | $4,869-96.6% |
| Participant deferral / active EE | $1,091 | $6,958-84.3% | $6,282-82.6% | $5,287-79.4% |
| Admin fee / account holder | $1,691 | $11,765-85.6% | $9,324-81.9% | $10,132-83.3% |