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 | $9,264 | $51,708-82.1% | $106,619-91.3% | $62,891-85.3% |
| Participation rate | 70.7% | 66.9%+3.8pp | 78.0%-7.3pp | 69.3%+1.4pp |
| Annual return | 6.19% | 4.69%+1.5pp | 9.42%-3.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $353 | $2,315-84.7% | $3,930-91.0% | $3,203-89.0% |
| Admin fee / account holder | $1,254 | $3,349-62.6% | $6,418-80.5% | $4,296-70.8% |