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 | $26,715 | $137,414-80.6% | $189,513-85.9% | $85,850-68.9% |
| Participation rate | 98.9% | 84.6%+14.3pp | 87.8%+11.1pp | 69.3%+29.6pp |
| Annual return | 12.37% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $549 | $4,344-87.4% | $6,162-91.1% | $2,565-78.6% |
| Participant deferral / active EE | $1,534 | $6,260-75.5% | $8,221-81.3% | $3,952-61.2% |
| Admin fee / account holder | $518 | $8,630-94.0% | $12,045-95.7% | $6,260-91.7% |