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 | $8,606 | $84,233-89.8% | $170,442-95.0% | $70,131-87.7% |
| Participation rate | 96.8% | 70.8%+26.0pp | 83.6%+13.2pp | 69.5%+27.3pp |
| Annual return | 13.92% | 23.06%-9.1pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $295 | $3,387-91.3% | $5,433-94.6% | $2,342-87.4% |
| Participant deferral / active EE | $813 | $3,086-73.6% | $4,939-83.5% | $3,332-75.6% |
| Admin fee / account holder | $472 | $5,698-91.7% | $13,880-96.6% | $4,645-89.8% |