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 | $5,611 | $181,894-96.9% | $156,549-96.4% | $273,961-98.0% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 16667.10% | 30.74%+16636.4pp | 32.23%+16634.9pp | 41.45%+16625.6pp |
| Employer contribution / active EE | $492 | $6,248-92.1% | $5,501-91.1% | $4,869-89.9% |
| Participant deferral / active EE | $817 | $5,550-85.3% | $4,871-83.2% | $5,287-84.5% |
| Admin fee / account holder | $945 | $15,559-93.9% | $13,027-92.7% | $10,132-90.7% |