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 3-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 | $20,892 | $125,758-83.4% | $169,993-87.7% | $75,163-72.2% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 119.28% | 27.20%+92.1pp | 53.37%+65.9pp | 160.62%-41.3pp |
| Employer contribution / active EE | $925 | $4,615-80.0% | $6,785-86.4% | $2,670-65.3% |
| Participant deferral / active EE | $2,956 | $6,837-56.8% | $10,408-71.6% | $4,125-28.3% |
| Admin fee / account holder | $988 | $8,173-87.9% | $12,815-92.3% | $5,651-82.5% |