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 | $26,390 | $181,894-85.5% | $156,549-83.1% | $273,961-90.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.90% | 30.74%-26.8pp | 32.23%-28.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,279 | $6,248-79.5% | $5,501-76.7% | $4,869-73.7% |
| Participant deferral / active EE | $1,655 | $5,550-70.2% | $4,871-66.0% | $5,287-68.7% |
| Admin fee / account holder | $1,070 | $15,559-93.1% | $13,027-91.8% | $10,132-89.4% |