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 | $151,763 | $293,860-48.4% | $237,244-36.0% | $357,791-57.6% |
| Participation rate | 70.6% | 84.2%-13.6pp | 80.3%-9.7pp | 85.6%-15.0pp |
| Annual return | 12.80% | 4677.97%-4665.2pp | 4131.29%-4118.5pp | 396.79%-384.0pp |
| Employer contribution / active EE | $1,670 | $5,523-69.8% | $4,351-61.6% | $7,508-77.8% |
| Participant deferral / active EE | $5,526 | $4,397+25.7% | $4,056+36.3% | $5,521+0.1% |
| Admin fee / account holder | $9,718 | $21,223-54.2% | $18,030-46.1% | $28,387-65.8% |