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 | $7,987 | $426,113-98.1% | $289,028-97.2% | $357,791-97.8% |
| Participation rate | 90.5% | 86.2%+4.3pp | 78.0%+12.5pp | 85.6%+4.9pp |
| Annual return | 22.55% | 260.96%-238.4pp | 243.94%-221.4pp | 396.79%-374.2pp |
| Employer contribution / active EE | $2,099 | $8,831-76.2% | $6,326-66.8% | $7,508-72.0% |
| Participant deferral / active EE | $1,631 | $6,238-73.9% | $4,804-66.1% | $5,521-70.5% |
| Admin fee / account holder | $3,060 | $18,206-83.2% | $14,050-78.2% | $28,387-89.2% |