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 9-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 | $16,101 | $185,822-91.3% | $169,993-90.5% | $139,434-88.5% |
| Participation rate | 78.9% | 87.8%-8.8pp | 87.0%-8.1pp | 80.3%-1.4pp |
| Annual return | 14.62% | 60.50%-45.9pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $158 | $7,590-97.9% | $6,785-97.7% | $4,751-96.7% |
| Participant deferral / active EE | $892 | $11,622-92.3% | $10,408-91.4% | $6,710-86.7% |
| Admin fee / account holder | $5,152 | $15,381-66.5% | $12,815-59.8% | $11,403-54.8% |