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 | $20,752 | $99,079-79.1% | $77,999-73.4% | $273,961-92.4% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.5%+1.8pp | 83.0%-5.7pp |
| Annual return | 5.28% | 217.93%-212.6pp | 425.96%-420.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $221 | $3,308-93.3% | $2,470-91.0% | $4,869-95.5% |
| Participant deferral / active EE | $1,023 | $4,306-76.2% | $3,497-70.8% | $5,287-80.7% |
| Admin fee / account holder | $1,303 | $8,954-85.4% | $5,480-76.2% | $10,132-87.1% |