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 | $16,233 | $209,411-92.2% | $178,490-90.9% | $158,922-89.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 7.96% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $354 | $5,706-93.8% | $5,011-92.9% | $4,761-92.6% |
| Participant deferral / active EE | $1,637 | $5,954-72.5% | $5,202-68.5% | $5,982-72.6% |
| Admin fee / account holder | $3,119 | $17,074-81.7% | $13,984-77.7% | $11,246-72.3% |