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 | $25,940 | $100,041-74.1% | $149,718-82.7% | $70,131-63.0% |
| Participation rate | 81.5% | 83.6%-2.1pp | 87.1%-5.6pp | 69.5%+11.9pp |
| Annual return | 20.85% | 27.43%-6.6pp | 1501.63%-1480.8pp | 73.14%-52.3pp |
| Employer contribution / active EE | $862 | $3,662-76.4% | $5,445-84.2% | $2,342-63.2% |
| Participant deferral / active EE | $1,395 | $4,983-72.0% | $6,569-78.8% | $3,332-58.1% |
| Admin fee / account holder | $7,239 | $8,286-12.6% | $11,283-35.8% | $4,645+55.8% |