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 | $22,823 | $60,349-62.2% | $74,183-69.2% | $62,891-63.7% |
| Participation rate | 90.5% | 72.7%+17.7pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | 13.13% | 21.37%-8.2pp | 17.74%-4.6pp | 20.14%-7.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $990 | $2,856-65.3% | $3,550-72.1% | $3,203-69.1% |
| Admin fee / account holder | $382 | $4,261-91.0% | $5,586-93.2% | $4,296-91.1% |