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 | $18,187 | $153,772-88.2% | $133,980-86.4% | $273,961-93.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.89% | 36.51%-31.6pp | 29.30%-24.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,087 | $6,029-82.0% | $5,211-79.1% | $4,869-77.7% |
| Participant deferral / active EE | $1,885 | $6,958-72.9% | $6,282-70.0% | $5,287-64.3% |
| Admin fee / account holder | $367 | $11,765-96.9% | $9,324-96.1% | $10,132-96.4% |