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 | $91,552 | $369,484-75.2% | $303,047-69.8% | $357,791-74.4% |
| Participation rate | 71.4% | 90.0%-18.6pp | 87.1%-15.7pp | 85.6%-14.2pp |
| Annual return | 24.03% | 0.42%+23.6pp | 2.47%+21.6pp | 396.79%-372.8pp |
| Employer contribution / active EE | $981 | $9,025-89.1% | $7,418-86.8% | $7,508-86.9% |
| Participant deferral / active EE | $990 | $5,439-81.8% | $5,070-80.5% | $5,521-82.1% |
| Admin fee / account holder | $1,915 | $49,137-96.1% | $39,333-95.1% | $28,387-93.3% |