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 | $16,640 | $125,758-86.8% | $169,993-90.2% | $75,163-77.9% |
| Participation rate | 78.0% | 83.6%-5.6pp | 87.0%-9.0pp | 67.2%+10.8pp |
| Annual return | 17.86% | 27.20%-9.3pp | 53.37%-35.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,318 | $4,615-71.4% | $6,785-80.6% | $2,670-50.6% |
| Participant deferral / active EE | $1,843 | $6,837-73.0% | $10,408-82.3% | $4,125-55.3% |
| Admin fee / account holder | $6,158 | $8,173-24.7% | $12,815-51.9% | $5,651+9.0% |