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 | $3,555 | $99,341-96.4% | $84,750-95.8% | $273,961-98.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 4.05% | 22.93%-18.9pp | 22.78%-18.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $624 | $4,214-85.2% | $3,574-82.5% | $4,869-87.2% |
| Participant deferral / active EE | $681 | $4,269-84.0% | $3,712-81.6% | $5,287-87.1% |
| Admin fee / account holder | $699 | $6,644-89.5% | $5,332-86.9% | $10,132-93.1% |