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 | $6,626 | $65,685-89.9% | $57,179-88.4% | $273,961-97.6% |
| Participation rate | 77.3% | 78.3%-1.1pp | 75.3%+1.9pp | 83.0%-5.7pp |
| Annual return | 5.32% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $239 | $3,279-92.7% | $2,682-91.1% | $4,869-95.1% |
| Participant deferral / active EE | $555 | $3,782-85.3% | $3,096-82.1% | $5,287-89.5% |
| Admin fee / account holder | $3,394 | $4,835-29.8% | $3,139+8.1% | $10,132-66.5% |