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 | $21,478 | $140,588-84.7% | $123,104-82.6% | $125,391-82.9% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | -1.93% | 16.80%-18.7pp | 13.22%-15.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $481 | $6,041-92.0% | $5,151-90.7% | $4,866-90.1% |
| Participant deferral / active EE | $1,429 | $6,980-79.5% | $6,230-77.1% | $5,352-73.3% |
| Admin fee / account holder | $4,005 | $11,198-64.2% | $9,015-55.6% | $9,540-58.0% |