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 | $38,702 | $138,385-72.0% | $184,200-79.0% | $80,874-52.1% |
| Participation rate | 84.4% | 83.9%+0.5pp | 86.8%-2.5pp | 67.6%+16.7pp |
| Annual return | 15.58% | 20.02%-4.4pp | 28.80%-13.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,488 | $4,849-69.3% | $6,424-76.8% | $2,756-46.0% |
| Participant deferral / active EE | $2,338 | $7,073-66.9% | $9,132-74.4% | $4,297-45.6% |
| Admin fee / account holder | $1,086 | $10,483-89.6% | $13,907-92.2% | $6,935-84.3% |