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 | $17,766 | $180,449-90.2% | $154,107-88.5% | $135,375-86.9% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | 0.86% | 888.09%-887.2pp | 735.12%-734.3pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,097 | $6,035-81.8% | $5,298-79.3% | $4,779-77.1% |
| Participant deferral / active EE | $1,861 | $5,806-68.0% | $5,081-63.4% | $5,609-66.8% |
| Admin fee / account holder | $1,475 | $16,143-90.9% | $13,411-89.0% | $10,827-86.4% |