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 | $20,760 | $153,772-86.5% | $133,980-84.5% | $273,961-92.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 6.34% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $512 | $6,029-91.5% | $5,211-90.2% | $4,869-89.5% |
| Participant deferral / active EE | $1,023 | $6,958-85.3% | $6,282-83.7% | $5,287-80.7% |
| Admin fee / account holder | $1,313 | $11,765-88.8% | $9,324-85.9% | $10,132-87.0% |