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 | $121,622 | $369,484-67.1% | $303,047-59.9% | $357,791-66.0% |
| Participation rate | 80.0% | 90.0%-10.0pp | 87.1%-7.1pp | 85.6%-5.6pp |
| Annual return | 22.72% | 0.42%+22.3pp | 2.47%+20.2pp | 396.79%-374.1pp |
| Employer contribution / active EE | $1,615 | $9,025-82.1% | $7,418-78.2% | $7,508-78.5% |
| Participant deferral / active EE | $3,709 | $5,439-31.8% | $5,070-26.8% | $5,521-32.8% |
| Admin fee / account holder | $9,386 | $49,137-80.9% | $39,333-76.1% | $28,387-66.9% |