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 | $16,327 | $71,516-77.2% | $98,439-83.4% | $71,457-77.2% |
| Participation rate | 75.7% | 72.7%+3.0pp | 75.2%+0.5pp | 67.9%+7.8pp |
| Annual return | 14.17% | 32.41%-18.2pp | 21.16%-7.0pp | 28.85%-14.7pp |
| Employer contribution / active EE | $639 | $2,399-73.4% | $3,048-79.0% | $2,588-75.3% |
| Participant deferral / active EE | $905 | $4,109-78.0% | $4,738-80.9% | $4,289-78.9% |
| Admin fee / account holder | $561 | $1,675-66.5% | $8,948-93.7% | $1,587-64.6% |