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 | $24,477 | $98,750-75.2% | $149,696-83.6% | $79,858-69.3% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.8pp |
| Annual return | 13.68% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,254 | $5,680-77.9% | $6,842-81.7% | $3,740-66.5% |
| Admin fee / account holder | $783 | $6,053-87.1% | $9,309-91.6% | $5,306-85.2% |