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 | $16,082 | $162,781-90.1% | $133,956-88.0% | $158,922-89.9% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 5.98% | 41.94%-36.0pp | 45.09%-39.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $323 | $4,975-93.5% | $3,919-91.8% | $4,761-93.2% |
| Participant deferral / active EE | $762 | $5,911-87.1% | $5,048-84.9% | $5,982-87.3% |
| Admin fee / account holder | $2,757 | $11,736-76.5% | $8,927-69.1% | $11,246-75.5% |