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 | $10,394 | $228,332-95.4% | $185,823-94.4% | $158,922-93.5% |
| Participation rate | 87.0% | 82.3%+4.7pp | 78.0%+8.9pp | 82.0%+5.0pp |
| Annual return | 9.66% | 40.80%-31.1pp | 35.95%-26.3pp | 302.83%-293.2pp |
| Employer contribution / active EE | $516 | $4,967-89.6% | $4,087-87.4% | $4,761-89.2% |
| Participant deferral / active EE | $876 | $6,415-86.3% | $5,632-84.5% | $5,982-85.4% |
| Admin fee / account holder | $1,783 | $11,864-85.0% | $9,500-81.2% | $11,246-84.1% |