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 | $17,032 | $183,963-90.7% | $162,163-89.5% | $152,861-88.9% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.6%-6.3pp | 82.4%-1.2pp |
| Annual return | 20.02% | 150.76%-130.7pp | 115.59%-95.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,176 | $6,371-81.5% | $5,614-79.1% | $4,762-75.3% |
| Participant deferral / active EE | $2,391 | $8,034-70.2% | $7,298-67.2% | $5,850-59.1% |
| Admin fee / account holder | $1,099 | $13,121-91.6% | $10,843-89.9% | $11,596-90.5% |