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 | $13,007 | $198,466-93.4% | $170,442-92.4% | $147,584-91.2% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 39.80% | 257.29%-217.5pp | 205.93%-166.1pp | 578.55%-538.7pp |
| Employer contribution / active EE | $970 | $6,184-84.3% | $5,433-82.1% | $4,876-80.1% |
| Participant deferral / active EE | $1,159 | $5,629-79.4% | $4,939-76.5% | $5,439-78.7% |
| Admin fee / account holder | $847 | $16,852-95.0% | $13,880-93.9% | $10,885-92.2% |