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 | $18,074 | $165,335-89.1% | $149,696-87.9% | $158,922-88.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 9.31% | 348.15%-338.8pp | 276.60%-267.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $771 | $5,103-84.9% | $4,644-83.4% | $4,761-83.8% |
| Participant deferral / active EE | $877 | $7,181-87.8% | $6,842-87.2% | $5,982-85.3% |
| Admin fee / account holder | $4,304 | $10,807-60.2% | $9,309-53.8% | $11,246-61.7% |