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 | $6,830 | $56,897-88.0% | $84,750-91.9% | $62,891-89.1% |
| Participation rate | 75.9% | 68.5%+7.4pp | 76.6%-0.6pp | 69.3%+6.6pp |
| Annual return | 11.33% | 6.30%+5.0pp | 22.78%-11.4pp | 20.14%-8.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $819 | $2,709-69.8% | $3,712-77.9% | $3,203-74.4% |
| Admin fee / account holder | $2,214 | $3,581-38.2% | $5,332-58.5% | $4,296-48.5% |