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 | $13,614 | $109,359-87.6% | $162,163-91.6% | $72,985-81.3% |
| Participation rate | 82.4% | 84.3%-1.9pp | 87.6%-5.2pp | 69.5%+12.9pp |
| Annual return | 23.32% | 25.46%-2.1pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,076 | $3,907-72.5% | $5,614-80.8% | $2,440-55.9% |
| Participant deferral / active EE | $1,188 | $5,481-78.3% | $7,298-83.7% | $3,607-67.1% |
| Admin fee / account holder | $450 | $7,972-94.4% | $10,843-95.8% | $5,124-91.2% |