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 | $10,393 | $202,432-94.9% | $169,368-93.9% | $139,434-92.5% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 16.78% | 531.74%-515.0pp | 405.60%-388.8pp | 372.94%-356.2pp |
| Employer contribution / active EE | $130 | $4,692-97.2% | $4,013-96.8% | $4,751-97.3% |
| Participant deferral / active EE | $489 | $6,938-93.0% | $6,221-92.1% | $6,710-92.7% |
| Admin fee / account holder | $1,274 | $10,708-88.1% | $9,003-85.8% | $11,403-88.8% |