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 | $9,755 | $87,870-88.9% | $113,168-91.4% | $74,304-86.9% |
| Participation rate | 75.0% | 70.7%+4.3pp | 76.6%-1.6pp | 60.3%+14.7pp |
| Annual return | 18.92% | 26.44%-7.5pp | 24.27%-5.3pp | 29.43%-10.5pp |
| Employer contribution / active EE | $317 | $2,277-86.1% | $2,975-89.3% | $2,241-85.8% |
| Participant deferral / active EE | $1,724 | $4,241-59.3% | $5,107-66.2% | $3,767-54.2% |
| Admin fee / account holder | $753 | $3,368-77.7% | $12,068-93.8% | $2,969-74.6% |