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 | $13,947 | $210,698-93.4% | $178,014-92.2% | $145,959-90.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.93% | 386.27%-369.3pp | 294.80%-277.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $220 | $4,567-95.2% | $3,950-94.4% | $4,661-95.3% |
| Participant deferral / active EE | $879 | $6,958-87.4% | $6,276-86.0% | $6,689-86.9% |
| Admin fee / account holder | $713 | $12,016-94.1% | $10,362-93.1% | $13,398-94.7% |