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 | $28,724 | $123,793-76.8% | $177,821-83.8% | $79,858-64.0% |
| Participation rate | 76.7% | 84.7%-8.0pp | 87.7%-11.1pp | 69.6%+7.0pp |
| Annual return | 14.42% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $501 | $4,095-87.8% | $5,918-91.5% | $2,471-79.7% |
| Participant deferral / active EE | $2,591 | $5,956-56.5% | $7,714-66.4% | $3,740-30.7% |
| Admin fee / account holder | $2,148 | $7,243-70.3% | $12,427-82.7% | $5,306-59.5% |