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 | $64,186 | $295,923-78.3% | $239,403-73.2% | $382,429-83.2% |
| Participation rate | 94.7% | 87.1%+7.6pp | 82.2%+12.6pp | 87.7%+7.0pp |
| Annual return | 26.53% | 1.75%+24.8pp | 3.34%+23.2pp | 248.85%-222.3pp |
| Employer contribution / active EE | $1,173 | $5,859-80.0% | $4,656-74.8% | $8,036-85.4% |
| Participant deferral / active EE | $976 | $4,814-79.7% | $4,239-77.0% | $5,727-83.0% |
| Admin fee / account holder | $39,345 | $26,025+51.2% | $21,121+86.3% | $30,732+28.0% |