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 | $13,442 | $201,272-93.3% | $184,203-92.7% | $145,922-90.8% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 18.63% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,383 | $7,022-80.3% | $6,427-78.5% | $4,660-70.3% |
| Participant deferral / active EE | $2,680 | $9,806-72.7% | $9,131-70.6% | $6,688-59.9% |
| Admin fee / account holder | $1,607 | $16,364-90.2% | $13,901-88.4% | $13,397-88.0% |