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 | $12,690 | $153,772-91.7% | $133,980-90.5% | $273,961-95.4% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.1%+7.7pp | 83.0%+11.7pp |
| Annual return | 10.16% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $535 | $6,029-91.1% | $5,211-89.7% | $4,869-89.0% |
| Participant deferral / active EE | $911 | $6,958-86.9% | $6,282-85.5% | $5,287-82.8% |
| Admin fee / account holder | $1,265 | $11,765-89.2% | $9,324-86.4% | $10,132-87.5% |