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 | $44,014 | $148,978-70.5% | $200,582-78.1% | $84,808-48.1% |
| Participation rate | 70.3% | 84.2%-14.0pp | 86.9%-16.6pp | 68.3%+2.0pp |
| Annual return | 33.96% | 28.16%+5.8pp | 42.33%-8.4pp | 40.90%-6.9pp |
| Employer contribution / active EE | $1,478 | $4,815-69.3% | $6,419-77.0% | $2,631-43.8% |
| Participant deferral / active EE | $2,655 | $7,142-62.8% | $9,331-71.5% | $4,212-36.9% |
| Admin fee / account holder | $991 | $13,977-92.9% | $16,305-93.9% | $7,344-86.5% |