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 | $4,802 | $180,449-97.3% | $154,107-96.9% | $135,375-96.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 26.15% | 888.09%-861.9pp | 735.12%-709.0pp | 519.73%-493.6pp |
| Employer contribution / active EE | $620 | $6,035-89.7% | $5,298-88.3% | $4,779-87.0% |
| Participant deferral / active EE | $1,491 | $5,806-74.3% | $5,081-70.7% | $5,609-73.4% |
| Admin fee / account holder | $9,932 | $16,143-38.5% | $13,411-25.9% | $10,827-8.3% |