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 | $20,032 | $96,965-79.3% | $97,995-79.6% | $147,584-86.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 9.68% | 24.11%-14.4pp | 23.94%-14.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $940 | $4,536-79.3% | $4,158-77.4% | $4,876-80.7% |
| Participant deferral / active EE | $1,160 | $5,081-77.2% | $5,097-77.2% | $5,439-78.7% |
| Admin fee / account holder | $1,927 | $8,120-76.3% | $5,943-67.6% | $10,885-82.3% |