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 | $19,363 | $116,175-83.3% | $93,606-79.3% | $152,861-87.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.31% | 35.96%-14.7pp | 32.76%-11.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $393 | $3,218-87.8% | $2,718-85.5% | $4,762-91.7% |
| Participant deferral / active EE | $1,154 | $4,603-74.9% | $4,069-71.6% | $5,850-80.3% |
| Admin fee / account holder | $842 | $10,748-92.2% | $7,888-89.3% | $11,596-92.7% |