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 | $21,138 | $183,963-88.5% | $162,163-87.0% | $152,861-86.2% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.6%-15.3pp | 82.4%-10.2pp |
| Annual return | 21.53% | 150.76%-129.2pp | 115.59%-94.1pp | 345.32%-323.8pp |
| Employer contribution / active EE | $532 | $6,371-91.6% | $5,614-90.5% | $4,762-88.8% |
| Participant deferral / active EE | $2,709 | $8,034-66.3% | $7,298-62.9% | $5,850-53.7% |
| Admin fee / account holder | $728 | $13,121-94.5% | $10,843-93.3% | $11,596-93.7% |