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 | $5,424 | $201,272-97.3% | $184,203-97.1% | $145,922-96.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.64% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $765 | $7,022-89.1% | $6,427-88.1% | $4,660-83.6% |
| Participant deferral / active EE | $2,385 | $9,806-75.7% | $9,131-73.9% | $6,688-64.3% |
| Admin fee / account holder | $434 | $16,364-97.3% | $13,901-96.9% | $13,397-96.8% |