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 | $32,793 | $171,865-80.9% | $149,718-78.1% | $147,584-77.8% |
| Participation rate | 87.0% | 88.2%-1.2pp | 87.1%-0.1pp | 82.8%+4.1pp |
| Annual return | 15.06% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $740 | $6,275-88.2% | $5,445-86.4% | $4,876-84.8% |
| Participant deferral / active EE | $1,948 | $7,271-73.2% | $6,569-70.3% | $5,439-64.2% |
| Admin fee / account holder | $10,753 | $13,799-22.1% | $11,283-4.7% | $10,885-1.2% |