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 | $41,905 | $362,131-88.4% | $285,549-85.3% | $357,791-88.3% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 19.80% | 5.08%+14.7pp | 7.15%+12.7pp | 396.79%-377.0pp |
| Employer contribution / active EE | $966 | $5,952-83.8% | $5,022-80.8% | $7,508-87.1% |
| Participant deferral / active EE | $1,380 | $5,478-74.8% | $4,549-69.7% | $5,521-75.0% |
| Admin fee / account holder | $5,040 | $16,774-70.0% | $13,934-63.8% | $28,387-82.2% |