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 | $10,959 | $180,449-93.9% | $154,107-92.9% | $135,375-91.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -0.70% | 888.09%-888.8pp | 735.12%-735.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $555 | $6,035-90.8% | $5,298-89.5% | $4,779-88.4% |
| Participant deferral / active EE | $1,478 | $5,806-74.5% | $5,081-70.9% | $5,609-73.7% |
| Admin fee / account holder | $8,072 | $16,143-50.0% | $13,411-39.8% | $10,827-25.4% |