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 | $17,237 | $98,240-82.5% | $82,313-79.1% | $147,584-88.3% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 12.78% | 30.85%-18.1pp | 25.88%-13.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $310 | $3,192-90.3% | $2,428-87.2% | $4,876-93.6% |
| Participant deferral / active EE | $331 | $4,383-92.4% | $3,706-91.1% | $5,439-93.9% |
| Admin fee / account holder | $11,543 | $8,563+34.8% | $5,608+105.8% | $10,885+6.0% |