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 | $13,428 | $209,411-93.6% | $178,490-92.5% | $158,922-91.6% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 12.53% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $749 | $5,706-86.9% | $5,011-85.0% | $4,761-84.3% |
| Participant deferral / active EE | $1,977 | $5,954-66.8% | $5,202-62.0% | $5,982-66.9% |
| Admin fee / account holder | $322 | $17,074-98.1% | $13,984-97.7% | $11,246-97.1% |