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 | $23,080 | $95,453-75.8% | $112,040-79.4% | $82,448-72.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.10% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $412 | $2,318-82.2% | $2,954-86.1% | $2,551-83.9% |
| Participant deferral / active EE | $1,547 | $4,224-63.4% | $5,098-69.6% | $4,139-62.6% |
| Admin fee / account holder | $810 | $9,013-91.0% | $12,098-93.3% | $7,234-88.8% |