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 | $31,298 | $153,772-79.6% | $133,980-76.6% | $273,961-88.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 5.61% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.8pp |
| Employer contribution / active EE | $519 | $6,029-91.4% | $5,211-90.0% | $4,869-89.3% |
| Participant deferral / active EE | $1,959 | $6,958-71.8% | $6,282-68.8% | $5,287-63.0% |
| Admin fee / account holder | $19,443 | $11,765+65.3% | $9,324+108.5% | $10,132+91.9% |