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 | $53,062 | $139,421-61.9% | $239,577-77.9% | $116,462-54.4% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.1%+12.5pp | 74.7%+19.9pp |
| Annual return | 14.76% | 15.58%-0.8pp | -0.70%+15.5pp | 15.65%-0.9pp |
| Employer contribution / active EE | $1,120 | $4,487-75.0% | $7,232-84.5% | $3,231-65.3% |
| Participant deferral / active EE | $859 | $4,296-80.0% | $5,676-84.9% | $3,836-77.6% |
| Admin fee / account holder | $3,499 | $21,515-83.7% | $19,315-81.9% | $12,754-72.6% |