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 | $16,981 | $167,484-89.9% | $151,611-88.8% | $134,475-87.4% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -0.78% | 7.80%-8.6pp | 3.33%-4.1pp | 417.96%-418.7pp |
| Employer contribution / active EE | $376 | $6,829-94.5% | $6,166-93.9% | $4,740-92.1% |
| Participant deferral / active EE | $1,978 | $8,986-78.0% | $8,363-76.4% | $6,400-69.1% |
| Admin fee / account holder | $2,208 | $13,783-84.0% | $11,616-81.0% | $11,426-80.7% |