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 | $11,753 | $180,449-93.5% | $154,107-92.4% | $135,375-91.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 5.68% | 888.09%-882.4pp | 735.12%-729.4pp | 519.73%-514.1pp |
| Employer contribution / active EE | $348 | $6,035-94.2% | $5,298-93.4% | $4,779-92.7% |
| Participant deferral / active EE | $1,220 | $5,806-79.0% | $5,081-76.0% | $5,609-78.3% |
| Admin fee / account holder | $1,161 | $16,143-92.8% | $13,411-91.3% | $10,827-89.3% |