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 | $15,988 | $185,822-91.4% | $169,993-90.6% | $139,434-88.5% |
| Participation rate | 73.7% | 87.8%-14.1pp | 87.0%-13.3pp | 80.3%-6.6pp |
| Annual return | 13.26% | 60.50%-47.2pp | 53.37%-40.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $711 | $7,590-90.6% | $6,785-89.5% | $4,751-85.0% |
| Participant deferral / active EE | $1,750 | $11,622-84.9% | $10,408-83.2% | $6,710-73.9% |
| Admin fee / account holder | $771 | $15,381-95.0% | $12,815-94.0% | $11,403-93.2% |