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 | $10,132 | $77,419-86.9% | $69,455-85.4% | $152,861-93.4% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.6%+20.4pp | 82.4%+12.6pp |
| Annual return | 22.01% | 39.06%-17.1pp | 28.97%-7.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $243 | $3,315-92.7% | $2,779-91.2% | $4,762-94.9% |
| Participant deferral / active EE | $324 | $4,414-92.7% | $3,535-90.8% | $5,850-94.5% |
| Admin fee / account holder | $819 | $6,207-86.8% | $3,839-78.7% | $11,596-92.9% |