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 | $16,438 | $56,897-71.1% | $84,750-80.6% | $62,891-73.9% |
| Participation rate | 73.1% | 68.5%+4.5pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 5.14% | 6.30%-1.2pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $93 | $2,400-96.1% | $3,574-97.4% | $2,281-95.9% |
| Participant deferral / active EE | $885 | $2,709-67.4% | $3,712-76.2% | $3,203-72.4% |
| Admin fee / account holder | $1,674 | $3,581-53.3% | $5,332-68.6% | $4,296-61.0% |