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 | $25,920 | $171,865-84.9% | $149,718-82.7% | $147,584-82.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 17.09% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $676 | $6,275-89.2% | $5,445-87.6% | $4,876-86.1% |
| Participant deferral / active EE | $880 | $7,271-87.9% | $6,569-86.6% | $5,439-83.8% |
| Admin fee / account holder | $1,996 | $13,799-85.5% | $11,283-82.3% | $10,885-81.7% |