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 | $14,062 | $82,032-82.9% | $123,104-88.6% | $59,632-76.4% |
| Participation rate | 86.1% | 83.2%+2.9pp | 86.8%-0.7pp | 68.7%+17.4pp |
| Annual return | 2.50% | 5.12%-2.6pp | 13.22%-10.7pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $779 | $3,297-76.4% | $5,151-84.9% | $2,203-64.6% |
| Participant deferral / active EE | $693 | $4,667-85.1% | $6,230-88.9% | $3,192-78.3% |
| Admin fee / account holder | $7,005 | $5,881+19.1% | $9,015-22.3% | $4,297+63.0% |