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 | $13,667 | $60,349-77.4% | $74,183-81.6% | $62,891-78.3% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 7.58% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $245 | $1,680-85.4% | $2,370-89.7% | $2,281-89.3% |
| Participant deferral / active EE | $979 | $2,856-65.7% | $3,550-72.4% | $3,203-69.4% |
| Admin fee / account holder | $6,590 | $4,261+54.7% | $5,586+18.0% | $4,296+53.4% |