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 | $11,740 | $160,055-92.7% | $140,016-91.6% | $135,375-91.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | 1.68% | 911.38%-909.7pp | 651.12%-649.4pp | 519.73%-518.1pp |
| Employer contribution / active EE | $369 | $6,420-94.3% | $5,606-93.4% | $4,779-92.3% |
| Participant deferral / active EE | $2,350 | $7,642-69.2% | $6,927-66.1% | $5,609-58.1% |
| Admin fee / account holder | $5,855 | $13,328-56.1% | $10,705-45.3% | $10,827-45.9% |