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 | $166,210 | $697,698-76.2% | $621,730-73.3% | $357,791-53.5% |
| Participation rate | 87.5% | 90.7%-3.2pp | 90.8%-3.3pp | 85.6%+1.9pp |
| Annual return | 16.20% | 10.63%+5.6pp | 10.76%+5.4pp | 396.79%-380.6pp |
| Employer contribution / active EE | $1,519 | $10,590-85.7% | $9,871-84.6% | $7,508-79.8% |
| Participant deferral / active EE | $5,169 | $7,203-28.2% | $6,979-25.9% | $5,521-6.4% |
| Admin fee / account holder | $1,744 | $75,391-97.7% | $66,065-97.4% | $28,387-93.9% |