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 4-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 | $10,710 | $201,272-94.7% | $184,203-94.2% | $145,922-92.7% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 23.23% | 29.00%-5.8pp | 28.81%-5.6pp | 561.29%-538.1pp |
| Employer contribution / active EE | $805 | $7,022-88.5% | $6,427-87.5% | $4,660-82.7% |
| Participant deferral / active EE | $1,221 | $9,806-87.6% | $9,131-86.6% | $6,688-81.7% |
| Admin fee / account holder | $3,284 | $16,364-79.9% | $13,901-76.4% | $13,397-75.5% |