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 | $17,869 | $817,678-97.8% | $392,568-95.4% | $152,861-88.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.1%+5.3pp | 82.4%+0.9pp |
| Annual return | 19.69% | 22.84%-3.1pp | 24.42%-4.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $336 | $5,502-93.9% | $3,783-91.1% | $4,762-92.9% |
| Participant deferral / active EE | $793 | $8,398-90.6% | $5,985-86.8% | $5,850-86.5% |
| Admin fee / account holder | $526 | $12,095-95.6% | $6,260-91.6% | $11,596-95.5% |