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 | $16,468 | $112,096-85.3% | $95,952-82.8% | $158,922-89.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 10.51% | 171.09%-160.6pp | 91.61%-81.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $383 | $3,198-88.0% | $2,541-84.9% | $4,761-92.0% |
| Participant deferral / active EE | $946 | $4,784-80.2% | $4,167-77.3% | $5,982-84.2% |
| Admin fee / account holder | $7,345 | $10,130-27.5% | $6,795+8.1% | $11,246-34.7% |