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 | $9,757 | $102,616-90.5% | $81,983-88.1% | $158,922-93.9% |
| Participation rate | 70.6% | 75.5%-4.9pp | 69.2%+1.3pp | 82.0%-11.4pp |
| Annual return | 7.79% | 61.04%-53.3pp | 41.31%-33.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $257 | $3,240-92.1% | $2,498-89.7% | $4,761-94.6% |
| Participant deferral / active EE | $1,028 | $4,648-77.9% | $3,722-72.4% | $5,982-82.8% |
| Admin fee / account holder | $893 | $8,235-89.2% | $5,664-84.2% | $11,246-92.1% |