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 | $21,749 | $99,985-78.2% | $146,665-85.2% | $85,850-74.7% |
| Participation rate | 90.3% | 73.1%+17.3pp | 80.1%+10.3pp | 69.3%+21.0pp |
| Annual return | 18.17% | 18.93%-0.8pp | 22.74%-4.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $323 | $2,559-87.4% | $4,136-92.2% | $2,565-87.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $414 | $7,702-94.6% | $10,280-96.0% | $6,260-93.4% |