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 | $84,414 | $227,396-62.9% | $442,409-80.9% | $116,875-27.8% |
| Participation rate | 74.2% | 85.7%-11.5pp | 88.0%-13.8pp | 74.5%-0.3pp |
| Annual return | 17.01% | 16.35%+0.7pp | 90.53%-73.5pp | 16.29%+0.7pp |
| Employer contribution / active EE | $1,212 | $5,244-76.9% | $7,697-84.2% | $3,288-63.1% |
| Participant deferral / active EE | $4,075 | $7,352-44.6% | $7,555-46.1% | $3,885+4.9% |
| Admin fee / account holder | $3,628 | $16,310-77.8% | $51,603-93.0% | $12,263-70.4% |