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 | $34,800 | $309,303-88.7% | $654,486-94.7% | $309,303-88.7% |
| Participation rate | 100.0% | 96.2%+3.8pp | 100.0%0pp | 96.2%+3.8pp |
| Annual return | 18.79% | 6.50%+12.3pp | -4.04%+22.8pp | 6.50%+12.3pp |
| Employer contribution / active EE | $910 | $25,613-96.4% | $24,515-96.3% | $25,613-96.4% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $12,000-100.0% | $6,481-100.0% |
| Admin fee / account holder | $407 | $31,748-98.7% | $23,561-98.3% | $31,748-98.7% |