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 | $5,214 | $76,552-93.2% | $123,892-95.8% | $62,891-91.7% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $109 | $2,883-96.2% | $4,617-97.6% | $2,281-95.2% |
| Participant deferral / active EE | $788 | $4,840-83.7% | $5,984-86.8% | $3,203-75.4% |
| Admin fee / account holder | $316 | $4,826-93.5% | $8,357-96.2% | $4,296-92.6% |