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 | $6,691 | $244,740-97.3% | $206,214-96.8% | $357,791-98.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.4%-7.4pp | 85.6%-10.6pp |
| Annual return | 16.73% | -3.72%+20.5pp | -1.60%+18.3pp | 396.79%-380.1pp |
| Employer contribution / active EE | $702 | $7,019-90.0% | $5,967-88.2% | $7,508-90.7% |
| Participant deferral / active EE | $264 | $4,983-94.7% | $4,649-94.3% | $5,521-95.2% |
| Admin fee / account holder | $2,546 | $15,419-83.5% | $13,671-81.4% | $28,387-91.0% |