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 9-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 | $38,748 | $225,748-82.8% | $136,294-71.6% | - |
| Participation rate | 75.8% | 69.2%+6.5pp | 81.9%-6.2pp | - |
| Annual return | 16.83% | 13.52%+3.3pp | 5155.94%-5139.1pp | - |
| Employer contribution / active EE | $611 | $3,134-80.5% | $4,695-87.0% | - |
| Participant deferral / active EE | $2,646 | $4,803-44.9% | $6,247-57.7% | - |
| Admin fee / account holder | $3,653 | $10,864-66.4% | $9,243-60.5% | - |