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 | $19,611 | $109,359-82.1% | $162,163-87.9% | $72,985-73.1% |
| Participation rate | 78.2% | 84.3%-6.1pp | 87.6%-9.4pp | 69.5%+8.7pp |
| Annual return | 26.94% | 25.46%+1.5pp | 115.59%-88.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,110 | $3,907-71.6% | $5,614-80.2% | $2,440-54.5% |
| Participant deferral / active EE | $2,173 | $5,481-60.3% | $7,298-70.2% | $3,607-39.8% |
| Admin fee / account holder | $325 | $7,972-95.9% | $10,843-97.0% | $5,124-93.7% |