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 | $22,476 | $198,466-88.7% | $170,442-86.8% | $147,584-84.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 18.61% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $634 | $6,184-89.7% | $5,433-88.3% | $4,876-87.0% |
| Participant deferral / active EE | $653 | $5,629-88.4% | $4,939-86.8% | $5,439-88.0% |
| Admin fee / account holder | $2,272 | $16,852-86.5% | $13,880-83.6% | $10,885-79.1% |