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 5-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 | $15,405 | $102,553-85.0% | $151,611-89.8% | $66,914-77.0% |
| Participation rate | 77.2% | 85.5%-8.3pp | 87.5%-10.3pp | 69.8%+7.4pp |
| Annual return | 11.49% | -10.82%+22.3pp | 3.33%+8.2pp | 1.58%+9.9pp |
| Employer contribution / active EE | $883 | $4,180-78.9% | $6,166-85.7% | $2,544-65.3% |
| Participant deferral / active EE | $3,710 | $6,641-44.1% | $8,363-55.6% | $4,237-12.4% |
| Admin fee / account holder | $767 | $630+21.7% | $11,616-93.4% | $593+29.2% |