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 | $15,111 | $197,591-92.4% | $177,821-91.5% | $158,922-90.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.09% | 58.76%-43.7pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $838 | $6,697-87.5% | $5,918-85.8% | $4,761-82.4% |
| Participant deferral / active EE | $1,595 | $8,405-81.0% | $7,714-79.3% | $5,982-73.3% |
| Admin fee / account holder | $6,140 | $15,399-60.1% | $12,427-50.6% | $11,246-45.4% |