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 | $25,931 | $176,812-85.3% | $146,665-82.3% | $167,490-84.5% |
| Participation rate | 79.2% | 83.6%-4.4pp | 80.1%-0.9pp | 82.1%-2.9pp |
| Annual return | 15.03% | 24.03%-9.0pp | 22.74%-7.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $602 | $5,160-88.3% | $4,136-85.4% | $4,837-87.6% |
| Participant deferral / active EE | $1,559 | $6,440-75.8% | $5,506-71.7% | $6,341-75.4% |
| Admin fee / account holder | $870 | $13,259-93.4% | $10,280-91.5% | $12,309-92.9% |