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 | $19,473 | $192,717-89.9% | $142,449-86.3% | $139,434-86.0% |
| Participation rate | 95.2% | 81.5%+13.8pp | 76.8%+18.5pp | 80.3%+14.9pp |
| Annual return | 16.57% | 17.99%-1.4pp | 19.99%-3.4pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,259 | $5,806-78.3% | $4,847-74.0% | $4,751-73.5% |
| Participant deferral / active EE | $1,009 | $7,208-86.0% | $6,283-83.9% | $6,710-85.0% |
| Admin fee / account holder | $546 | $15,124-96.4% | $10,011-94.5% | $11,403-95.2% |