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 | $10,633 | $107,334-90.1% | $92,893-88.6% | $152,861-93.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.10% | 145.58%-126.5pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $104 | $4,221-97.5% | $3,653-97.1% | $4,762-97.8% |
| Participant deferral / active EE | $844 | $4,845-82.6% | $4,236-80.1% | $5,850-85.6% |
| Admin fee / account holder | $997 | $7,079-85.9% | $5,794-82.8% | $11,596-91.4% |