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 | $11,185 | $81,208-86.2% | $98,907-88.7% | $79,858-86.0% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.8pp | 69.6%+8.1pp |
| Annual return | 13.14% | 60.99%-47.9pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $311 | $1,960-84.1% | $2,689-88.4% | $2,471-87.4% |
| Participant deferral / active EE | $1,360 | $3,265-58.3% | $4,244-68.0% | $3,740-63.6% |
| Admin fee / account holder | $1,182 | $6,013-80.3% | $6,642-82.2% | $5,306-77.7% |