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 | $12,530 | $198,466-93.7% | $170,442-92.6% | $147,584-91.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 14.59% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,000 | $6,184-83.8% | $5,433-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $1,571 | $5,629-72.1% | $4,939-68.2% | $5,439-71.1% |
| Admin fee / account holder | $1,727 | $16,852-89.8% | $13,880-87.6% | $10,885-84.1% |