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 | $13,675 | $181,894-92.5% | $156,549-91.3% | $273,961-95.0% |
| Participation rate | 78.3% | 88.4%-10.1pp | 84.0%-5.8pp | 83.0%-4.8pp |
| Annual return | 8.59% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $682 | $6,248-89.1% | $5,501-87.6% | $4,869-86.0% |
| Participant deferral / active EE | $1,246 | $5,550-77.6% | $4,871-74.4% | $5,287-76.4% |
| Admin fee / account holder | $1,148 | $15,559-92.6% | $13,027-91.2% | $10,132-88.7% |