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 | $13,312 | $83,477-84.1% | $125,175-89.4% | $72,985-81.8% |
| Participation rate | 91.9% | 73.3%+18.6pp | 79.8%+12.1pp | 69.5%+22.4pp |
| Annual return | 19.57% | 25.78%-6.2pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,329 | $3,585-62.9% | $4,937-73.1% | $3,607-63.2% |
| Admin fee / account holder | $3,411 | $5,517-38.2% | $9,702-64.8% | $5,124-33.4% |