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 | $18,818 | $106,749-82.4% | $145,433-87.1% | $82,448-77.2% |
| Participation rate | 91.3% | 75.6%+15.6pp | 82.1%+9.1pp | 68.1%+23.2pp |
| Annual return | 14.38% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $413 | $3,444-88.0% | $4,554-90.9% | $2,551-83.8% |
| Participant deferral / active EE | $1,654 | $6,519-74.6% | $7,897-79.1% | $4,139-60.0% |
| Admin fee / account holder | $4,811 | $8,390-42.7% | $13,129-63.4% | $7,234-33.5% |