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 | $33,560 | $137,414-75.6% | $189,513-82.3% | $85,850-60.9% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 13.59% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,271 | $4,344-70.7% | $6,162-79.4% | $2,565-50.4% |
| Participant deferral / active EE | $2,659 | $6,260-57.5% | $8,221-67.7% | $3,952-32.7% |
| Admin fee / account holder | $509 | $8,630-94.1% | $12,045-95.8% | $6,260-91.9% |