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 | $11,879 | $165,335-92.8% | $149,696-92.1% | $158,922-92.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.16% | 348.15%-331.0pp | 276.60%-259.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $550 | $5,103-89.2% | $4,644-88.2% | $4,761-88.4% |
| Participant deferral / active EE | $565 | $7,181-92.1% | $6,842-91.7% | $5,982-90.6% |
| Admin fee / account holder | $345 | $10,807-96.8% | $9,309-96.3% | $11,246-96.9% |