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 | $26,083 | $160,055-83.7% | $140,016-81.4% | $135,375-80.7% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.5%-8.3pp | 82.6%-3.5pp |
| Annual return | 7.26% | 911.38%-904.1pp | 651.12%-643.9pp | 519.73%-512.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,653 | $7,642-78.4% | $6,927-76.1% | $5,609-70.5% |
| Admin fee / account holder | $2,745 | $13,328-79.4% | $10,705-74.4% | $10,827-74.7% |