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 | $106,280 | $369,484-71.2% | $303,047-64.9% | $357,791-70.3% |
| Participation rate | 84.6% | 90.0%-5.4pp | 87.1%-2.5pp | 85.6%-1.0pp |
| Annual return | 14.75% | 0.42%+14.3pp | 2.47%+12.3pp | 396.79%-382.0pp |
| Employer contribution / active EE | $3,589 | $9,025-60.2% | $7,418-51.6% | $7,508-52.2% |
| Participant deferral / active EE | $5,890 | $5,439+8.3% | $5,070+16.2% | $5,521+6.7% |
| Admin fee / account holder | $4,643 | $49,137-90.6% | $39,333-88.2% | $28,387-83.6% |