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 | $22,453 | $426,113-94.7% | $289,028-92.2% | $357,791-93.7% |
| Participation rate | 71.4% | 86.2%-14.8pp | 78.0%-6.5pp | 85.6%-14.2pp |
| Annual return | 13.20% | 260.96%-247.8pp | 243.94%-230.7pp | 396.79%-383.6pp |
| Employer contribution / active EE | $1,681 | $8,831-81.0% | $6,326-73.4% | $7,508-77.6% |
| Participant deferral / active EE | $2,122 | $6,238-66.0% | $4,804-55.8% | $5,521-61.6% |
| Admin fee / account holder | $24,553 | $18,206+34.9% | $14,050+74.8% | $28,387-13.5% |