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 | $18,520 | $87,841-78.9% | $133,980-86.2% | $62,891-70.6% |
| Participation rate | 89.1% | 83.4%+5.7pp | 87.1%+2.0pp | 69.3%+19.8pp |
| Annual return | 6.51% | 12.05%-5.5pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $685 | $3,483-80.3% | $5,211-86.9% | $2,281-70.0% |
| Participant deferral / active EE | $1,912 | $4,812-60.3% | $6,282-69.6% | $3,203-40.3% |
| Admin fee / account holder | $2,252 | $5,371-58.1% | $9,324-75.9% | $4,296-47.6% |