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 6-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 | $10,975 | $176,812-93.8% | $146,665-92.5% | $167,490-93.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 14.53% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $941 | $5,160-81.8% | $4,136-77.3% | $4,837-80.5% |
| Participant deferral / active EE | $1,882 | $6,440-70.8% | $5,506-65.8% | $6,341-70.3% |
| Admin fee / account holder | $313 | $13,259-97.6% | $10,280-97.0% | $12,309-97.5% |