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 | $7,055 | $49,227-85.7% | $70,449-90.0% | $79,858-91.2% |
| Participation rate | 92.1% | 69.2%+22.9pp | 75.1%+17.1pp | 69.6%+22.5pp |
| Annual return | 9.92% | 30.06%-20.1pp | 109.03%-99.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $52 | $2,099-97.5% | $2,737-98.1% | $2,471-97.9% |
| Participant deferral / active EE | $281 | $2,768-89.8% | $3,709-92.4% | $3,740-92.5% |
| Admin fee / account holder | $1,050 | $2,878-63.5% | $3,845-72.7% | $5,306-80.2% |