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 | $25,650 | $270,399-90.5% | $209,409-87.8% | $357,791-92.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 80.4%+7.1pp | 85.6%+1.9pp |
| Annual return | 14.72% | 194.89%-180.2pp | 159.49%-144.8pp | 396.79%-382.1pp |
| Employer contribution / active EE | $2,562 | $6,982-63.3% | $5,035-49.1% | $7,508-65.9% |
| Participant deferral / active EE | $5,236 | $4,606+13.7% | $4,230+23.8% | $5,521-5.2% |
| Admin fee / account holder | $1,088 | $18,969-94.3% | $16,474-93.4% | $28,387-96.2% |