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 | $33,223 | $130,194-74.5% | $169,993-80.5% | $71,457-53.5% |
| Participation rate | 73.7% | 86.1%-12.5pp | 87.0%-13.3pp | 67.9%+5.8pp |
| Annual return | 16.44% | 20.37%-3.9pp | 53.37%-36.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,659 | $4,381-62.1% | $6,785-75.6% | $2,588-35.9% |
| Participant deferral / active EE | $1,170 | $6,923-83.1% | $10,408-88.8% | $4,289-72.7% |
| Admin fee / account holder | $1,065 | $966+10.3% | $12,815-91.7% | $1,587-32.9% |