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 | $25,417 | $160,055-84.1% | $140,016-81.8% | $135,375-81.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -1.17% | 911.38%-912.5pp | 651.12%-652.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $859 | $6,420-86.6% | $5,606-84.7% | $4,779-82.0% |
| Participant deferral / active EE | $1,792 | $7,642-76.5% | $6,927-74.1% | $5,609-68.1% |
| Admin fee / account holder | $301 | $13,328-97.7% | $10,705-97.2% | $10,827-97.2% |