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 | $13,563 | $150,440-91.0% | $136,294-90.0% | $147,584-90.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 14.19% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $357 | $5,256-93.2% | $4,695-92.4% | $4,876-92.7% |
| Participant deferral / active EE | $1,620 | $6,630-75.6% | $6,247-74.1% | $5,439-70.2% |
| Admin fee / account holder | $4,518 | $10,905-58.6% | $9,243-51.1% | $10,885-58.5% |