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 | $17,926 | $198,466-91.0% | $170,442-89.5% | $147,584-87.9% |
| Participation rate | 70.8% | 88.0%-17.1pp | 83.6%-12.8pp | 82.8%-12.0pp |
| Annual return | 14.09% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $933 | $6,184-84.9% | $5,433-82.8% | $4,876-80.9% |
| Participant deferral / active EE | $1,655 | $5,629-70.6% | $4,939-66.5% | $5,439-69.6% |
| Admin fee / account holder | $13,522 | $16,852-19.8% | $13,880-2.6% | $10,885+24.2% |