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 | $31,229 | $362,131-91.4% | $285,549-89.1% | $357,791-91.3% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 17.05% | 5.08%+12.0pp | 7.15%+9.9pp | 396.79%-379.7pp |
| Employer contribution / active EE | $1,867 | $5,952-68.6% | $5,022-62.8% | $7,508-75.1% |
| Participant deferral / active EE | $1,392 | $5,478-74.6% | $4,549-69.4% | $5,521-74.8% |
| Admin fee / account holder | $4,233 | $16,774-74.8% | $13,934-69.6% | $28,387-85.1% |