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 | $10,990 | $217,402-94.9% | $185,823-94.1% | $167,490-93.4% |
| Participation rate | 76.9% | 86.0%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 13.22% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,029 | $5,873-82.5% | $5,167-80.1% | $4,837-78.7% |
| Participant deferral / active EE | $1,196 | $6,356-81.2% | $5,568-78.5% | $6,341-81.1% |
| Admin fee / account holder | $359 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |