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 | $14,362 | $181,894-92.1% | $156,549-90.8% | $273,961-94.8% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 6.18% | 30.74%-24.6pp | 32.23%-26.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $906 | $6,248-85.5% | $5,501-83.5% | $4,869-81.4% |
| Participant deferral / active EE | $1,678 | $5,550-69.8% | $4,871-65.5% | $5,287-68.3% |
| Admin fee / account holder | $434 | $15,559-97.2% | $13,027-96.7% | $10,132-95.7% |