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 | $17,046 | $144,119-88.2% | $117,854-85.5% | $147,584-88.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 12.90% | 531.15%-518.3pp | 335.08%-322.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $811 | $4,896-83.4% | $3,786-78.6% | $4,876-83.4% |
| Participant deferral / active EE | $1,313 | $5,316-75.3% | $4,482-70.7% | $5,439-75.9% |
| Admin fee / account holder | $1,948 | $10,886-82.1% | $8,020-75.7% | $10,885-82.1% |