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 | $26,553 | $94,529-71.9% | $140,016-81.0% | $64,186-58.6% |
| Participation rate | 97.1% | 84.1%+13.0pp | 87.5%+9.6pp | 69.6%+27.5pp |
| Annual return | 0.54% | 7.77%-7.2pp | 651.12%-650.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,007 | $3,812-73.6% | $5,606-82.0% | $2,381-57.7% |
| Participant deferral / active EE | $1,248 | $5,250-76.2% | $6,927-82.0% | $3,470-64.0% |
| Admin fee / account holder | $4,533 | $6,741-32.8% | $10,705-57.7% | $4,888-7.3% |