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 | $11,600 | $185,822-93.8% | $169,993-93.2% | $139,434-91.7% |
| Participation rate | 85.0% | 87.8%-2.8pp | 87.0%-2.0pp | 80.3%+4.7pp |
| Annual return | 16.17% | 60.50%-44.3pp | 53.37%-37.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,163 | $7,590-84.7% | $6,785-82.9% | $4,751-75.5% |
| Participant deferral / active EE | $1,524 | $11,622-86.9% | $10,408-85.4% | $6,710-77.3% |
| Admin fee / account holder | $1,675 | $15,381-89.1% | $12,815-86.9% | $11,403-85.3% |