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 | $20,092 | $209,411-90.4% | $178,490-88.7% | $158,922-87.4% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 24.23% | 188.75%-164.5pp | 151.07%-126.8pp | 302.83%-278.6pp |
| Employer contribution / active EE | $442 | $5,706-92.2% | $5,011-91.2% | $4,761-90.7% |
| Participant deferral / active EE | $509 | $5,954-91.5% | $5,202-90.2% | $5,982-91.5% |
| Admin fee / account holder | $1,513 | $17,074-91.1% | $13,984-89.2% | $11,246-86.5% |