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 | $31,669 | $109,359-71.0% | $162,163-80.5% | $72,985-56.6% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 18.54% | 25.46%-6.9pp | 115.59%-97.0pp | 81.00%-62.5pp |
| Employer contribution / active EE | $288 | $3,907-92.6% | $5,614-94.9% | $2,440-88.2% |
| Participant deferral / active EE | $2,166 | $5,481-60.5% | $7,298-70.3% | $3,607-39.9% |
| Admin fee / account holder | $2,377 | $7,972-70.2% | $10,843-78.1% | $5,124-53.6% |