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 | $15,743 | $102,317-84.6% | $146,958-89.3% | $80,856-80.5% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 24.64% | 134.76%-110.1pp | 418.34%-393.7pp | 35.59%-11.0pp |
| Employer contribution / active EE | $430 | $3,713-88.4% | $4,933-91.3% | $2,755-84.4% |
| Participant deferral / active EE | $2,144 | $6,644-67.7% | $8,070-73.4% | $4,296-50.1% |
| Admin fee / account holder | $3,001 | $7,941-62.2% | $12,998-76.9% | $6,918-56.6% |