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 | $7,401 | $167,484-95.6% | $151,611-95.1% | $134,475-94.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 7.34% | 7.80%-0.5pp | 3.33%+4.0pp | 417.96%-410.6pp |
| Employer contribution / active EE | $1,165 | $6,829-82.9% | $6,166-81.1% | $4,740-75.4% |
| Participant deferral / active EE | $1,503 | $8,986-83.3% | $8,363-82.0% | $6,400-76.5% |
| Admin fee / account holder | $1,146 | $13,783-91.7% | $11,616-90.1% | $11,426-90.0% |