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 | $15,740 | $209,832-92.5% | $189,513-91.7% | $167,490-90.6% |
| Participation rate | 72.2% | 88.7%-16.4pp | 87.8%-15.6pp | 82.1%-9.9pp |
| Annual return | 9.33% | 748.27%-738.9pp | 555.15%-545.8pp | 478.56%-469.2pp |
| Employer contribution / active EE | $473 | $6,914-93.2% | $6,162-92.3% | $4,837-90.2% |
| Participant deferral / active EE | $1,964 | $8,935-78.0% | $8,221-76.1% | $6,341-69.0% |
| Admin fee / account holder | $755 | $14,293-94.7% | $12,045-93.7% | $12,309-93.9% |