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 | $99,779 | $270,399-63.1% | $209,409-52.4% | $357,791-72.1% |
| Participation rate | 76.5% | 83.8%-7.3pp | 80.4%-3.9pp | 85.6%-9.1pp |
| Annual return | 16.52% | 194.89%-178.4pp | 159.49%-143.0pp | 396.79%-380.3pp |
| Employer contribution / active EE | $1,988 | $6,982-71.5% | $5,035-60.5% | $7,508-73.5% |
| Participant deferral / active EE | $3,005 | $4,606-34.7% | $4,230-28.9% | $5,521-45.6% |
| Admin fee / account holder | $540 | $18,969-97.2% | $16,474-96.7% | $28,387-98.1% |