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 | $122,027 | $369,484-67.0% | $303,047-59.7% | $357,791-65.9% |
| Participation rate | 90.0% | 90.0%0pp | 87.1%+2.9pp | 85.6%+4.4pp |
| Annual return | 14.39% | 0.42%+14.0pp | 2.47%+11.9pp | 396.79%-382.4pp |
| Employer contribution / active EE | $687 | $9,025-92.4% | $7,418-90.7% | $7,508-90.8% |
| Participant deferral / active EE | $3,029 | $5,439-44.3% | $5,070-40.2% | $5,521-45.1% |
| Admin fee / account holder | $1,165 | $49,137-97.6% | $39,333-97.0% | $28,387-95.9% |