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 | $7,925 | $80,968-90.2% | $96,544-91.8% | $75,163-89.5% |
| Participation rate | 87.0% | 71.8%+15.2pp | 76.0%+11.0pp | 67.2%+19.8pp |
| Annual return | 18.89% | 27.06%-8.2pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $67 | $2,282-97.1% | $2,965-97.8% | $2,670-97.5% |
| Participant deferral / active EE | $224 | $3,928-94.3% | $4,851-95.4% | $4,125-94.6% |
| Admin fee / account holder | $1,021 | $6,724-84.8% | $8,252-87.6% | $5,651-81.9% |