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 8-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 | $10,513 | $157,256-93.3% | $141,162-92.6% | $152,861-93.1% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 15.05% | 64.32%-49.3pp | 71.39%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $837 | $5,261-84.1% | $4,735-82.3% | $4,762-82.4% |
| Participant deferral / active EE | $1,205 | $7,109-83.0% | $6,709-82.0% | $5,850-79.4% |
| Admin fee / account holder | $13,250 | $12,120+9.3% | $10,261+29.1% | $11,596+14.3% |