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 | $19,928 | $154,117-87.1% | $129,995-84.7% | $139,434-85.7% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 10.31% | 32.48%-22.2pp | -137.18%+147.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $283 | $5,289-94.7% | $4,320-93.5% | $4,751-94.0% |
| Participant deferral / active EE | $945 | $6,710-85.9% | $5,820-83.8% | $6,710-85.9% |
| Admin fee / account holder | $2,313 | $14,007-83.5% | $10,614-78.2% | $11,403-79.7% |