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 | $5,277 | $198,466-97.3% | $170,442-96.9% | $147,584-96.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.58% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $601 | $6,184-90.3% | $5,433-88.9% | $4,876-87.7% |
| Participant deferral / active EE | $1,431 | $5,629-74.6% | $4,939-71.0% | $5,439-73.7% |
| Admin fee / account holder | $688 | $16,852-95.9% | $13,880-95.0% | $10,885-93.7% |