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 | $29,596 | $198,466-85.1% | $170,442-82.6% | $147,584-79.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 19.29% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $681 | $6,184-89.0% | $5,433-87.5% | $4,876-86.0% |
| Participant deferral / active EE | $806 | $5,629-85.7% | $4,939-83.7% | $5,439-85.2% |
| Admin fee / account holder | $879 | $16,852-94.8% | $13,880-93.7% | $10,885-91.9% |