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 | $17,177 | $89,698-80.8% | $103,476-83.4% | $80,856-78.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 17.38% | 22.78%-5.4pp | 23.90%-6.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $481 | $4,018-88.0% | $4,672-89.7% | $2,755-82.5% |
| Participant deferral / active EE | $877 | $5,456-83.9% | $6,623-86.8% | $4,296-79.6% |
| Admin fee / account holder | $9,237 | $6,768+36.5% | $9,413-1.9% | $6,918+33.5% |