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 | $9,237 | $171,865-94.6% | $149,718-93.8% | $147,584-93.7% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 11.07% | 2113.22%-2102.1pp | 1501.63%-1490.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $598 | $6,275-90.5% | $5,445-89.0% | $4,876-87.7% |
| Participant deferral / active EE | $1,206 | $7,271-83.4% | $6,569-81.6% | $5,439-77.8% |
| Admin fee / account holder | $419 | $13,799-97.0% | $11,283-96.3% | $10,885-96.1% |