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 | $14,350 | $209,411-93.1% | $178,490-92.0% | $158,922-91.0% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 21.31% | 188.75%-167.4pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $979 | $5,706-82.8% | $5,011-80.5% | $4,761-79.4% |
| Participant deferral / active EE | $979 | $5,954-83.6% | $5,202-81.2% | $5,982-83.6% |
| Admin fee / account holder | $1,579 | $17,074-90.8% | $13,984-88.7% | $11,246-86.0% |