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 | $6,691 | $198,466-96.6% | $170,442-96.1% | $147,584-95.5% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 13.35% | 257.29%-243.9pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,057 | $6,184-82.9% | $5,433-80.5% | $4,876-78.3% |
| Participant deferral / active EE | $578 | $5,629-89.7% | $4,939-88.3% | $5,439-89.4% |
| Admin fee / account holder | $423 | $16,852-97.5% | $13,880-97.0% | $10,885-96.1% |