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 | $8,819 | $153,772-94.3% | $133,980-93.4% | $273,961-96.8% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 6.21% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.2pp |
| Employer contribution / active EE | $614 | $6,029-89.8% | $5,211-88.2% | $4,869-87.4% |
| Participant deferral / active EE | $614 | $6,958-91.2% | $6,282-90.2% | $5,287-88.4% |
| Admin fee / account holder | $897 | $11,765-92.4% | $9,324-90.4% | $10,132-91.1% |