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 | $63,004 | $270,399-76.7% | $209,409-69.9% | $357,791-82.4% |
| Participation rate | 86.7% | 83.8%+2.9pp | 80.4%+6.3pp | 85.6%+1.1pp |
| Annual return | 10.83% | 194.89%-184.1pp | 159.49%-148.7pp | 396.79%-386.0pp |
| Employer contribution / active EE | $2,612 | $6,982-62.6% | $5,035-48.1% | $7,508-65.2% |
| Participant deferral / active EE | $4,313 | $4,606-6.4% | $4,230+2.0% | $5,521-21.9% |
| Admin fee / account holder | $6,364 | $18,969-66.5% | $16,474-61.4% | $28,387-77.6% |