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 | $16,722 | $202,318-91.7% | $172,739-90.3% | $152,861-89.1% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 17.40% | 1029.65%-1012.3pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $884 | $5,856-84.9% | $5,143-82.8% | $4,762-81.4% |
| Participant deferral / active EE | $1,987 | $5,948-66.6% | $5,198-61.8% | $5,850-66.0% |
| Admin fee / account holder | $421 | $17,109-97.5% | $13,954-97.0% | $11,596-96.4% |