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 | $6,170 | $217,402-97.2% | $185,823-96.7% | $167,490-96.3% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 23.14% | 148.36%-125.2pp | 122.05%-98.9pp | 478.56%-455.4pp |
| Employer contribution / active EE | $1,183 | $5,873-79.9% | $5,167-77.1% | $4,837-75.6% |
| Participant deferral / active EE | $157 | $6,356-97.5% | $5,568-97.2% | $6,341-97.5% |
| Admin fee / account holder | $1,720 | $19,811-91.3% | $16,237-89.4% | $12,309-86.0% |