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 | $28,192 | $162,781-82.7% | $133,956-79.0% | $158,922-82.3% |
| Participation rate | 79.2% | 83.2%-4.1pp | 79.8%-0.7pp | 82.0%-2.8pp |
| Annual return | 13.12% | 41.94%-28.8pp | 45.09%-32.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,574 | $5,911-73.4% | $5,048-68.8% | $5,982-73.7% |
| Admin fee / account holder | $12,077 | $11,736+2.9% | $8,927+35.3% | $11,246+7.4% |