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 | $18,665 | $122,239-84.7% | $184,203-89.9% | $74,495-74.9% |
| Participation rate | 80.0% | 85.5%-5.5pp | 86.8%-6.8pp | 67.2%+12.8pp |
| Annual return | 15.98% | 19.95%-4.0pp | 28.81%-12.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $620 | $4,537-86.3% | $6,427-90.3% | $2,623-76.3% |
| Participant deferral / active EE | $1,352 | $7,139-81.1% | $9,131-85.2% | $4,346-68.9% |
| Admin fee / account holder | $1,533 | $1,260+21.7% | $13,901-89.0% | $1,942-21.0% |