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 | $18,329 | $106,890-82.9% | $84,015-78.2% | $152,861-88.0% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.4%+12.0pp |
| Annual return | 18.49% | 104.99%-86.5pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $179 | $2,734-93.4% | $1,983-91.0% | $4,762-96.2% |
| Participant deferral / active EE | $388 | $4,011-90.3% | $3,239-88.0% | $5,850-93.4% |
| Admin fee / account holder | $6,757 | $8,285-18.4% | $6,101+10.8% | $11,596-41.7% |