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 | $17,298 | $80,968-78.6% | $96,544-82.1% | $75,163-77.0% |
| Participation rate | 78.3% | 71.8%+6.6pp | 76.0%+2.4pp | 67.2%+11.1pp |
| Annual return | 18.67% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $77 | $2,282-96.6% | $2,965-97.4% | $2,670-97.1% |
| Participant deferral / active EE | $947 | $3,928-75.9% | $4,851-80.5% | $4,125-77.0% |
| Admin fee / account holder | $332 | $6,724-95.1% | $8,252-96.0% | $5,651-94.1% |