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 | $25,697 | $183,963-86.0% | $162,163-84.2% | $152,861-83.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 17.91% | 150.76%-132.9pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $904 | $6,371-85.8% | $5,614-83.9% | $4,762-81.0% |
| Participant deferral / active EE | $1,517 | $8,034-81.1% | $7,298-79.2% | $5,850-74.1% |
| Admin fee / account holder | $465 | $13,121-96.5% | $10,843-95.7% | $11,596-96.0% |