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 5-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 | $11,969 | $159,602-92.5% | $150,045-92.0% | $142,382-91.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.49% | 70.24%-49.7pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $495 | $4,961-90.0% | $4,693-89.5% | $4,299-88.5% |
| Participant deferral / active EE | $2,281 | $8,310-72.6% | $7,997-71.5% | $6,507-65.0% |
| Admin fee / account holder | $1,975 | $14,846-86.7% | $13,435-85.3% | $12,624-84.4% |