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 | $31,658 | $100,041-68.4% | $149,718-78.9% | $70,131-54.9% |
| Participation rate | 76.3% | 83.6%-7.3pp | 87.1%-10.8pp | 69.5%+6.8pp |
| Annual return | 14.31% | 27.43%-13.1pp | 1501.63%-1487.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $479 | $3,662-86.9% | $5,445-91.2% | $2,342-79.6% |
| Participant deferral / active EE | $1,434 | $4,983-71.2% | $6,569-78.2% | $3,332-57.0% |
| Admin fee / account holder | $2,974 | $8,286-64.1% | $11,283-73.6% | $4,645-36.0% |