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 | $61,937 | $245,885-74.8% | $198,754-68.8% | $357,791-82.7% |
| Participation rate | 91.3% | 84.2%+7.1pp | 81.4%+9.9pp | 85.6%+5.7pp |
| Annual return | 13.98% | 5953.41%-5939.4pp | 4947.04%-4933.1pp | 396.79%-382.8pp |
| Employer contribution / active EE | $1,739 | $4,089-57.5% | $4,008-56.6% | $7,508-76.8% |
| Participant deferral / active EE | $1,324 | $4,533-70.8% | $4,138-68.0% | $5,521-76.0% |
| Admin fee / account holder | $18,754 | $12,849+46.0% | $12,082+55.2% | $28,387-33.9% |