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 | $15,143 | $104,251-85.5% | $91,001-83.4% | $147,584-89.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.45% | 27.06%-12.6pp | 4.60%+9.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $404 | $3,116-87.0% | $2,456-83.6% | $4,876-91.7% |
| Participant deferral / active EE | $918 | $4,195-78.1% | $3,547-74.1% | $5,439-83.1% |
| Admin fee / account holder | $344 | $8,948-96.2% | $5,417-93.7% | $10,885-96.8% |