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 | $8,574 | $66,764-87.2% | $88,497-90.3% | $62,891-86.4% |
| Participation rate | 93.0% | 77.3%+15.7pp | 82.4%+10.6pp | 69.3%+23.7pp |
| Annual return | 6.90% | 10.37%-3.5pp | 7.63%-0.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $539 | $3,077-82.5% | $4,036-86.6% | $2,281-76.4% |
| Participant deferral / active EE | $992 | $3,976-75.1% | $4,899-79.8% | $3,203-69.0% |
| Admin fee / account holder | $934 | $4,668-80.0% | $6,220-85.0% | $4,296-78.3% |