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 | $10,232 | $153,772-93.3% | $133,980-92.4% | $273,961-96.3% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.1%-8.1pp | 83.0%-4.1pp |
| Annual return | 6.83% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,249 | $6,029-79.3% | $5,211-76.0% | $4,869-74.3% |
| Participant deferral / active EE | $2,293 | $6,958-67.0% | $6,282-63.5% | $5,287-56.6% |
| Admin fee / account holder | $2,647 | $11,765-77.5% | $9,324-71.6% | $10,132-73.9% |