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 | $5,447 | $106,115-94.9% | $85,969-93.7% | $125,391-95.7% |
| Participation rate | 73.7% | 84.1%-10.4pp | 76.5%-2.9pp | 83.2%-9.5pp |
| Annual return | 10.17% | 13.93%-3.8pp | 9.32%+0.9pp | 282.22%-272.1pp |
| Employer contribution / active EE | $262 | $4,537-94.2% | $3,474-92.5% | $4,866-94.6% |
| Participant deferral / active EE | $709 | $4,859-85.4% | $3,829-81.5% | $5,352-86.8% |
| Admin fee / account holder | $729 | $8,144-91.0% | $6,053-88.0% | $9,540-92.4% |