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 | $14,194 | $142,405-90.0% | $115,157-87.7% | $152,861-90.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 16.03% | 41.48%-25.4pp | 35.60%-19.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $484 | $4,010-87.9% | $3,179-84.8% | $4,762-89.8% |
| Participant deferral / active EE | $637 | $5,164-87.7% | $4,168-84.7% | $5,850-89.1% |
| Admin fee / account holder | $310 | $8,462-96.3% | $7,088-95.6% | $11,596-97.3% |