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 | $5,872 | $45,073-87.0% | $69,455-91.5% | $72,985-92.0% |
| Participation rate | 76.9% | 68.5%+8.4pp | 74.6%+2.3pp | 69.5%+7.4pp |
| Annual return | 17.50% | 22.65%-5.1pp | 28.97%-11.5pp | 81.00%-63.5pp |
| Employer contribution / active EE | -$120 | $2,054-105.8% | $2,779-104.3% | $2,440-104.9% |
| Participant deferral / active EE | $732 | $2,602-71.9% | $3,535-79.3% | $3,607-79.7% |
| Admin fee / account holder | $1,112 | $3,056-63.6% | $3,839-71.0% | $5,124-78.3% |