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 | $14,258 | $171,865-91.7% | $149,718-90.5% | $147,584-90.3% |
| Participation rate | 87.0% | 88.2%-1.2pp | 87.1%-0.1pp | 82.8%+4.1pp |
| Annual return | 12.04% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,067 | $6,275-83.0% | $5,445-80.4% | $4,876-78.1% |
| Participant deferral / active EE | $1,896 | $7,271-73.9% | $6,569-71.1% | $5,439-65.1% |
| Admin fee / account holder | $543 | $13,799-96.1% | $11,283-95.2% | $10,885-95.0% |