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 | $30,019 | $123,793-75.8% | $177,821-83.1% | $79,858-62.4% |
| Participation rate | 78.6% | 84.7%-6.1pp | 87.7%-9.2pp | 69.6%+8.9pp |
| Annual return | 19.14% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,017 | $4,095-75.2% | $5,918-82.8% | $2,471-58.8% |
| Participant deferral / active EE | $1,297 | $5,956-78.2% | $7,714-83.2% | $3,740-65.3% |
| Admin fee / account holder | $653 | $7,243-91.0% | $12,427-94.7% | $5,306-87.7% |