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 | $12,677 | $176,811-92.8% | $146,958-91.4% | - |
| Participation rate | 88.9% | 76.9%+12.0pp | 82.2%+6.7pp | - |
| Annual return | 6.90% | 11.56%-4.7pp | 418.34%-411.4pp | - |
| Employer contribution / active EE | $597 | $3,294-81.9% | $4,933-87.9% | - |
| Participant deferral / active EE | $1,174 | $6,900-83.0% | $8,070-85.4% | - |
| Admin fee / account holder | $9,693 | $27,451-64.7% | $12,998-25.4% | - |