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 | $145,416 | $295,923-50.9% | $239,403-39.3% | $382,429-62.0% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.2%-4.4pp | 87.7%-10.0pp |
| Annual return | 14.13% | 1.75%+12.4pp | 3.34%+10.8pp | 248.85%-234.7pp |
| Employer contribution / active EE | $494 | $5,859-91.6% | $4,656-89.4% | $8,036-93.9% |
| Participant deferral / active EE | $2,486 | $4,814-48.4% | $4,239-41.4% | $5,727-56.6% |
| Admin fee / account holder | $3,461 | $26,025-86.7% | $21,121-83.6% | $30,732-88.7% |