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 | $8,626 | $86,929-90.1% | $102,423-91.6% | $80,856-89.3% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.6%+27.4pp |
| Annual return | 12.86% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $70 | $2,369-97.0% | $3,023-97.7% | $2,755-97.5% |
| Participant deferral / active EE | $230 | $4,118-94.4% | $5,053-95.4% | $4,296-94.6% |
| Admin fee / account holder | $1,046 | $8,049-87.0% | $9,451-88.9% | $6,918-84.9% |