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 | $14,439 | $160,055-91.0% | $140,016-89.7% | $135,375-89.3% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | 4.19% | 911.38%-907.2pp | 651.12%-646.9pp | 519.73%-515.5pp |
| Employer contribution / active EE | $899 | $6,420-86.0% | $5,606-84.0% | $4,779-81.2% |
| Participant deferral / active EE | $659 | $7,642-91.4% | $6,927-90.5% | $5,609-88.2% |
| Admin fee / account holder | $2,192 | $13,328-83.6% | $10,705-79.5% | $10,827-79.8% |