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 | $17,453 | $117,841-85.2% | $102,423-83.0% | $145,922-88.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 15.82% | 31.65%-15.8pp | 29.32%-13.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $45 | $3,615-98.8% | $3,023-98.5% | $4,660-99.0% |
| Participant deferral / active EE | $100 | $5,731-98.3% | $5,053-98.0% | $6,688-98.5% |
| Admin fee / account holder | $358 | $13,326-97.3% | $9,451-96.2% | $13,397-97.3% |