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 | $13,060 | $162,781-92.0% | $133,956-90.3% | $158,922-91.8% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 18.75% | 41.94%-23.2pp | 45.09%-26.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $680 | $4,975-86.3% | $3,919-82.7% | $4,761-85.7% |
| Participant deferral / active EE | $1,497 | $5,911-74.7% | $5,048-70.3% | $5,982-75.0% |
| Admin fee / account holder | $5,538 | $11,736-52.8% | $8,927-38.0% | $11,246-50.8% |