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 | $8,493 | $144,119-94.1% | $117,854-92.8% | $147,584-94.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 9.24% | 531.15%-521.9pp | 335.08%-325.8pp | 578.55%-569.3pp |
| Employer contribution / active EE | $367 | $4,896-92.5% | $3,786-90.3% | $4,876-92.5% |
| Participant deferral / active EE | $398 | $5,316-92.5% | $4,482-91.1% | $5,439-92.7% |
| Admin fee / account holder | $2,304 | $10,886-78.8% | $8,020-71.3% | $10,885-78.8% |