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 | $9,898 | $168,632-94.1% | $147,614-93.3% | $125,391-92.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 13.24% | 77.65%-64.4pp | 61.98%-48.7pp | 282.22%-269.0pp |
| Employer contribution / active EE | $1,133 | $6,252-81.9% | $5,564-79.6% | $4,866-76.7% |
| Participant deferral / active EE | $717 | $5,507-87.0% | $4,895-85.3% | $5,352-86.6% |
| Admin fee / account holder | $4,556 | $13,580-66.5% | $11,611-60.8% | $9,540-52.2% |