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 | $8,240 | $183,519-95.5% | $155,509-94.7% | $145,922-94.4% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 9.15% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $678 | $5,313-87.2% | $4,672-85.5% | $4,660-85.5% |
| Participant deferral / active EE | $1,114 | $6,462-82.8% | $5,626-80.2% | $6,688-83.4% |
| Admin fee / account holder | $1,058 | $19,313-94.5% | $15,912-93.4% | $13,397-92.1% |