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 | $11,343 | $81,208-86.0% | $98,907-88.5% | $79,858-85.8% |
| Participation rate | 79.2% | 72.5%+6.7pp | 76.0%+3.2pp | 69.6%+9.6pp |
| Annual return | 14.61% | 60.99%-46.4pp | 196.43%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $276 | $1,960-85.9% | $2,689-89.7% | $2,471-88.8% |
| Participant deferral / active EE | $835 | $3,265-74.4% | $4,244-80.3% | $3,740-77.7% |
| Admin fee / account holder | $502 | $6,013-91.7% | $6,642-92.4% | $5,306-90.5% |