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 | $6,630 | $74,927-91.2% | $101,794-93.5% | $84,808-92.2% |
| Participation rate | 77.4% | 61.4%+16.0pp | 69.2%+8.2pp | 68.3%+9.1pp |
| Annual return | 18.13% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $190 | $1,522-87.5% | $2,289-91.7% | $2,631-92.8% |
| Participant deferral / active EE | $843 | $3,099-72.8% | $4,084-79.4% | $4,212-80.0% |
| Admin fee / account holder | $380 | $6,514-94.2% | $8,777-95.7% | $7,344-94.8% |