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 | $14,545 | $135,635-89.3% | $110,238-86.8% | $135,375-89.3% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | 12.72% | 513.19%-500.5pp | 314.74%-302.0pp | 519.73%-507.0pp |
| Employer contribution / active EE | $500 | $4,906-89.8% | $3,826-86.9% | $4,779-89.5% |
| Participant deferral / active EE | $911 | $5,506-83.5% | $4,672-80.5% | $5,609-83.8% |
| Admin fee / account holder | $821 | $11,457-92.8% | $8,547-90.4% | $10,827-92.4% |