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 | $21,856 | $72,492-69.8% | $87,100-74.9% | $72,985-70.1% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 18.61% | 24.46%-5.8pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $388 | $1,894-79.5% | $2,521-84.6% | $2,440-84.1% |
| Participant deferral / active EE | $1,459 | $3,270-55.4% | $4,049-64.0% | $3,607-59.6% |
| Admin fee / account holder | $937 | $5,055-81.5% | $7,497-87.5% | $5,124-81.7% |