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 | $37,617 | $125,758-70.1% | $169,993-77.9% | $75,163-50.0% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.0%+5.0pp | 67.2%+24.8pp |
| Annual return | 20.00% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,224 | $4,615-73.5% | $6,785-82.0% | $2,670-54.2% |
| Participant deferral / active EE | $2,462 | $6,837-64.0% | $10,408-76.3% | $4,125-40.3% |
| Admin fee / account holder | $425 | $8,173-94.8% | $12,815-96.7% | $5,651-92.5% |