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 | $19,142 | $93,170-79.5% | $100,534-81.0% | $84,808-77.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 14.64% | 47.13%-32.5pp | 32.66%-18.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $198 | $3,985-95.0% | $4,346-95.4% | $2,631-92.5% |
| Participant deferral / active EE | $809 | $5,699-85.8% | $6,144-86.8% | $4,212-80.8% |
| Admin fee / account holder | $404 | $7,382-94.5% | $7,654-94.7% | $7,344-94.5% |