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 | $12,330 | $53,127-76.8% | $86,590-85.8% | $70,131-82.4% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 14.70% | 27.66%-13.0pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $45 | $2,068-97.8% | $2,839-98.4% | $2,342-98.1% |
| Participant deferral / active EE | $419 | $2,696-84.5% | $3,609-88.4% | $3,332-87.4% |
| Admin fee / account holder | $608 | $3,585-83.1% | $4,906-87.6% | $4,645-86.9% |