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 5-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 | $17,411 | $101,317-82.8% | $146,958-88.2% | $74,495-76.6% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.2%-10.7pp | 67.2%+4.2pp |
| Annual return | 22.89% | 8730.91%-8708.0pp | 418.34%-395.5pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $914 | $3,810-76.0% | $4,933-81.5% | $2,623-65.1% |
| Participant deferral / active EE | $2,606 | $7,303-64.3% | $8,070-67.7% | $4,346-40.0% |
| Admin fee / account holder | $673 | $1,739-61.3% | $12,998-94.8% | $1,942-65.3% |