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 | $20,251 | $185,822-89.1% | $169,993-88.1% | $139,434-85.5% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 11.24% | 60.50%-49.3pp | 53.37%-42.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,332 | $7,590-82.4% | $6,785-80.4% | $4,751-72.0% |
| Participant deferral / active EE | $1,579 | $11,622-86.4% | $10,408-84.8% | $6,710-76.5% |
| Admin fee / account holder | $7,916 | $15,381-48.5% | $12,815-38.2% | $11,403-30.6% |