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 | $23,804 | $98,750-75.9% | $149,696-84.1% | $79,858-70.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.46% | 27.43%-14.0pp | 276.60%-263.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $517 | $3,216-83.9% | $4,644-88.9% | $2,471-79.1% |
| Participant deferral / active EE | $1,070 | $5,680-81.2% | $6,842-84.4% | $3,740-71.4% |
| Admin fee / account holder | $1,315 | $6,053-78.3% | $9,309-85.9% | $5,306-75.2% |