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 | $79,913 | $295,923-73.0% | $239,403-66.6% | $382,429-79.1% |
| Participation rate | 92.3% | 87.1%+5.2pp | 82.2%+10.1pp | 87.7%+4.6pp |
| Annual return | 12.43% | 1.75%+10.7pp | 3.34%+9.1pp | 248.85%-236.4pp |
| Employer contribution / active EE | $1,585 | $5,859-72.9% | $4,656-66.0% | $8,036-80.3% |
| Participant deferral / active EE | $675 | $4,814-86.0% | $4,239-84.1% | $5,727-88.2% |
| Admin fee / account holder | $23,245 | $26,025-10.7% | $21,121+10.1% | $30,732-24.4% |