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 | $12,231 | $115,882-89.4% | $100,516-87.8% | $158,922-92.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.21% | 34.79%-19.6pp | 30.89%-15.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $244 | $4,103-94.1% | $3,418-92.9% | $4,761-94.9% |
| Participant deferral / active EE | $244 | $6,674-96.3% | $6,270-96.1% | $5,982-95.9% |
| Admin fee / account holder | $366 | $10,995-96.7% | $8,081-95.5% | $11,246-96.7% |