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 | $15,163 | $60,349-74.9% | $74,183-79.6% | $62,891-75.9% |
| Participation rate | 97.1% | 72.7%+24.4pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 7.37% | 21.37%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1 | $1,680-99.9% | $2,370-99.9% | $2,281-99.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,071 | $4,261-51.4% | $5,586-62.9% | $4,296-51.8% |