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 | $13,772 | $81,208-83.0% | $98,907-86.1% | $79,858-82.8% |
| Participation rate | 84.6% | 72.5%+12.1pp | 76.0%+8.6pp | 69.6%+15.0pp |
| Annual return | 15.90% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $257 | $1,960-86.9% | $2,689-90.4% | $2,471-89.6% |
| Participant deferral / active EE | $753 | $3,265-76.9% | $4,244-82.3% | $3,740-79.9% |
| Admin fee / account holder | $303 | $6,013-95.0% | $6,642-95.4% | $5,306-94.3% |