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 | $50,477 | $297,529-83.0% | $246,525-79.5% | $357,791-85.9% |
| Participation rate | 93.8% | 86.5%+7.2pp | 82.0%+11.8pp | 85.6%+8.2pp |
| Annual return | 17.01% | -2.25%+19.3pp | 0.46%+16.5pp | 396.79%-379.8pp |
| Employer contribution / active EE | $309 | $8,709-96.4% | $7,467-95.9% | $7,508-95.9% |
| Participant deferral / active EE | $4,434 | $6,076-27.0% | $5,422-18.2% | $5,521-19.7% |
| Admin fee / account holder | $4,655 | $16,212-71.3% | $16,551-71.9% | $28,387-83.6% |