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 | $24,932 | $181,894-86.3% | $156,549-84.1% | $273,961-90.9% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 3.43% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,119 | $6,248-82.1% | $5,501-79.7% | $4,869-77.0% |
| Participant deferral / active EE | $1,548 | $5,550-72.1% | $4,871-68.2% | $5,287-70.7% |
| Admin fee / account holder | $407 | $15,559-97.4% | $13,027-96.9% | $10,132-96.0% |