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 | $21,151 | $87,841-75.9% | $133,980-84.2% | $62,891-66.4% |
| Participation rate | 97.7% | 83.4%+14.3pp | 87.1%+10.6pp | 69.3%+28.4pp |
| Annual return | 7.96% | 12.05%-4.1pp | 29.30%-21.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $973 | $3,483-72.0% | $5,211-81.3% | $2,281-57.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,154 | $5,371-78.5% | $9,324-87.6% | $4,296-73.1% |