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 | $13,383 | $83,477-84.0% | $125,175-89.3% | $72,985-81.7% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.5%+14.2pp |
| Annual return | 16.74% | 25.78%-9.0pp | 43.79%-27.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $189 | $2,345-91.9% | $3,865-95.1% | $2,440-92.2% |
| Participant deferral / active EE | $1,076 | $3,585-70.0% | $4,937-78.2% | $3,607-70.2% |
| Admin fee / account holder | $1,240 | $5,517-77.5% | $9,702-87.2% | $5,124-75.8% |