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 | $23,700 | $81,208-70.8% | $98,907-76.0% | $79,858-70.3% |
| Participation rate | 82.9% | 72.5%+10.4pp | 76.0%+6.8pp | 69.6%+13.2pp |
| Annual return | 16.20% | 60.99%-44.8pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,283 | $3,265-60.7% | $4,244-69.8% | $3,740-65.7% |
| Admin fee / account holder | $2,855 | $6,013-52.5% | $6,642-57.0% | $5,306-46.2% |