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 | $8,228 | $45,035-81.7% | $62,995-86.9% | $70,131-88.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.22% | 18.76%-6.5pp | 87.57%-75.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $307 | $2,051-85.0% | $2,759-88.9% | $2,342-86.9% |
| Participant deferral / active EE | $689 | $2,465-72.1% | $3,329-79.3% | $3,332-79.3% |
| Admin fee / account holder | $1,235 | $2,834-56.4% | $3,600-65.7% | $4,645-73.4% |