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 | $18,763 | $167,483-88.8% | $115,752-83.8% | $147,584-87.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 11.41% | 12.11%-0.7pp | 19.41%-8.0pp | 578.55%-567.1pp |
| Employer contribution / active EE | $509 | $4,960-89.7% | $3,492-85.4% | $4,876-89.6% |
| Participant deferral / active EE | $509 | $7,037-92.8% | $5,204-90.2% | $5,439-90.6% |
| Admin fee / account holder | $888 | $13,069-93.2% | $6,278-85.9% | $10,885-91.8% |