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 | $3,586 | $52,639-93.2% | $185,117-98.1% | $62,292-94.2% |
| Participation rate | 75.9% | 63.9%+12.0pp | 77.3%-1.4pp | 69.5%+6.3pp |
| Annual return | 18.04% | 19.57%-1.5pp | 40.50%-22.5pp | 28.90%-10.9pp |
| Employer contribution / active EE | $241 | $1,483-83.7% | $4,182-94.2% | $2,042-88.2% |
| Participant deferral / active EE | $478 | $3,097-84.6% | $5,045-90.5% | $3,169-84.9% |
| Admin fee / account holder | $691 | $374+85.1% | $8,159-91.5% | $479+44.3% |