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 | $17,572 | $125,758-86.0% | $169,993-89.7% | $75,163-76.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.94% | 27.20%-12.3pp | 53.37%-38.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $775 | $4,615-83.2% | $6,785-88.6% | $2,670-71.0% |
| Participant deferral / active EE | $1,574 | $6,837-77.0% | $10,408-84.9% | $4,125-61.8% |
| Admin fee / account holder | $1,380 | $8,173-83.1% | $12,815-89.2% | $5,651-75.6% |