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 | $15,380 | $101,724-84.9% | $164,813-90.7% | $80,856-81.0% |
| Participation rate | 94.5% | 71.8%+22.7pp | 78.6%+15.9pp | 67.6%+26.9pp |
| Annual return | 19.96% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.6pp |
| Employer contribution / active EE | $266 | $2,953-91.0% | $4,341-93.9% | $2,755-90.3% |
| Participant deferral / active EE | $1,037 | $4,477-76.8% | $6,031-82.8% | $4,296-75.9% |
| Admin fee / account holder | $6,012 | $8,227-26.9% | $12,690-52.6% | $6,918-13.1% |