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 | $12,547 | $48,076-73.9% | $78,689-84.1% | $62,891-80.0% |
| Participation rate | 95.0% | 65.2%+29.8pp | 73.6%+21.4pp | 69.3%+25.7pp |
| Annual return | 6.51% | 31.35%-24.8pp | 62.18%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $342 | $2,588-86.8% | $3,517-90.3% | $3,203-89.3% |
| Admin fee / account holder | $3,045 | $3,207-5.1% | $4,510-32.5% | $4,296-29.1% |