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 | $21,089 | $198,466-89.4% | $170,442-87.6% | $147,584-85.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.35% | 257.29%-245.9pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $135 | $6,184-97.8% | $5,433-97.5% | $4,876-97.2% |
| Participant deferral / active EE | $435 | $5,629-92.3% | $4,939-91.2% | $5,439-92.0% |
| Admin fee / account holder | $1,978 | $16,852-88.3% | $13,880-85.8% | $10,885-81.8% |