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 | $19,767 | $144,119-86.3% | $117,854-83.2% | $147,584-86.6% |
| Participation rate | 90.5% | 83.4%+7.1pp | 79.7%+10.8pp | 82.8%+7.6pp |
| Annual return | 17.10% | 531.15%-514.0pp | 335.08%-318.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,334 | $5,316-74.9% | $4,482-70.2% | $5,439-75.5% |
| Admin fee / account holder | $361 | $10,886-96.7% | $8,020-95.5% | $10,885-96.7% |