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 | $15,095 | $69,977-78.4% | $108,579-86.1% | $62,891-76.0% |
| Participation rate | 96.3% | 72.9%+23.4pp | 79.6%+16.7pp | 69.3%+27.0pp |
| Annual return | 19.52% | 10.73%+8.8pp | -51.70%+71.2pp | 20.14%-0.6pp |
| Employer contribution / active EE | $418 | $2,135-80.4% | $3,758-88.9% | $2,281-81.7% |
| Participant deferral / active EE | $1,191 | $3,165-62.4% | $4,311-72.4% | $3,203-62.8% |
| Admin fee / account holder | $709 | $5,076-86.0% | $7,645-90.7% | $4,296-83.5% |