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 | $30,675 | $109,359-72.0% | $162,163-81.1% | $72,985-58.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.55% | 25.46%-5.9pp | 115.59%-96.0pp | 81.00%-61.5pp |
| Employer contribution / active EE | $470 | $3,907-88.0% | $5,614-91.6% | $2,440-80.7% |
| Participant deferral / active EE | $916 | $5,481-83.3% | $7,298-87.4% | $3,607-74.6% |
| Admin fee / account holder | $4,820 | $7,972-39.5% | $10,843-55.5% | $5,124-5.9% |