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 | $19,759 | $148,978-86.7% | $200,582-90.1% | $84,808-76.7% |
| Participation rate | 85.1% | 84.2%+0.9pp | 86.9%-1.8pp | 68.3%+16.8pp |
| Annual return | 15.73% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $807 | $4,815-83.2% | $6,419-87.4% | $2,631-69.3% |
| Participant deferral / active EE | $1,627 | $7,142-77.2% | $9,331-82.6% | $4,212-61.4% |
| Admin fee / account holder | $6,147 | $13,977-56.0% | $16,305-62.3% | $7,344-16.3% |