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 | $22,876 | $185,822-87.7% | $169,993-86.5% | $139,434-83.6% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 12.09% | 60.50%-48.4pp | 53.37%-41.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $546 | $7,590-92.8% | $6,785-92.0% | $4,751-88.5% |
| Participant deferral / active EE | $973 | $11,622-91.6% | $10,408-90.7% | $6,710-85.5% |
| Admin fee / account holder | $1,571 | $15,381-89.8% | $12,815-87.7% | $11,403-86.2% |