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 | $22,220 | $152,587-85.4% | $125,175-82.2% | $152,861-85.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.44% | 54.84%-43.4pp | 43.79%-32.3pp | 345.32%-333.9pp |
| Employer contribution / active EE | $200 | $4,946-96.0% | $3,865-94.8% | $4,762-95.8% |
| Participant deferral / active EE | $665 | $5,868-88.7% | $4,937-86.5% | $5,850-88.6% |
| Admin fee / account holder | $396 | $13,434-97.0% | $9,702-95.9% | $11,596-96.6% |