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 | $31,065 | $94,529-67.1% | $140,016-77.8% | $64,186-51.6% |
| Participation rate | 77.4% | 84.1%-6.7pp | 87.5%-10.1pp | 69.6%+7.9pp |
| Annual return | 1.20% | 7.77%-6.6pp | 651.12%-649.9pp | 7.63%-6.4pp |
| Employer contribution / active EE | $914 | $3,812-76.0% | $5,606-83.7% | $2,381-61.6% |
| Participant deferral / active EE | $1,029 | $5,250-80.4% | $6,927-85.1% | $3,470-70.3% |
| Admin fee / account holder | $2,896 | $6,741-57.0% | $10,705-72.9% | $4,888-40.8% |