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 | $18,564 | $152,587-87.8% | $125,175-85.2% | $152,861-87.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.61% | 54.84%-40.2pp | 43.79%-29.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $334 | $4,946-93.2% | $3,865-91.4% | $4,762-93.0% |
| Participant deferral / active EE | $1,200 | $5,868-79.5% | $4,937-75.7% | $5,850-79.5% |
| Admin fee / account holder | $768 | $13,434-94.3% | $9,702-92.1% | $11,596-93.4% |