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 | $9,778 | $100,041-90.2% | $149,718-93.5% | $70,131-86.1% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.1%-2.7pp | 69.5%+14.8pp |
| Annual return | 14.39% | 27.43%-13.0pp | 1501.63%-1487.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,033 | $3,662-71.8% | $5,445-81.0% | $2,342-55.9% |
| Participant deferral / active EE | $1,110 | $4,983-77.7% | $6,569-83.1% | $3,332-66.7% |
| Admin fee / account holder | $329 | $8,286-96.0% | $11,283-97.1% | $4,645-92.9% |