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 | $7,508 | $106,584-93.0% | $101,326-92.6% | $142,382-94.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 42.24% | 36.93%+5.3pp | 36.82%+5.4pp | 217.08%-174.8pp |
| Employer contribution / active EE | $6 | $3,956-99.9% | $3,665-99.8% | $4,299-99.9% |
| Participant deferral / active EE | $1,662 | $8,297-80.0% | $7,994-79.2% | $6,507-74.5% |
| Admin fee / account holder | $3,986 | $11,446-65.2% | $11,185-64.4% | $12,624-68.4% |