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 | $24,681 | $181,894-86.4% | $156,549-84.2% | $273,961-91.0% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 7.63% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,148 | $6,248-81.6% | $5,501-79.1% | $4,869-76.4% |
| Participant deferral / active EE | $1,738 | $5,550-68.7% | $4,871-64.3% | $5,287-67.1% |
| Admin fee / account holder | $3,295 | $15,559-78.8% | $13,027-74.7% | $10,132-67.5% |