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 | $30,036 | $306,927-90.2% | $156,549-80.8% | - |
| Participation rate | 72.7% | 59.9%+12.9pp | 84.0%-11.3pp | - |
| Annual return | 38.54% | 1.08%+37.5pp | 32.23%+6.3pp | - |
| Employer contribution / active EE | $1,952 | $1,481+31.8% | $5,501-64.5% | - |
| Participant deferral / active EE | $3,828 | $1,779+115.2% | $4,871-21.4% | - |
| Admin fee / account holder | $2,306 | $73,834-96.9% | $13,027-82.3% | - |