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 | $37,753 | $135,489-72.1% | $146,665-74.3% | - |
| Participation rate | 92.9% | 76.3%+16.6pp | 80.1%+12.9pp | - |
| Annual return | 14.07% | 13.52%+0.6pp | 22.74%-8.7pp | - |
| Employer contribution / active EE | $1,189 | $2,259-47.4% | $4,136-71.2% | - |
| Participant deferral / active EE | $2,414 | $3,661-34.1% | $5,506-56.2% | - |
| Admin fee / account holder | $1,840 | $5,216-64.7% | $10,280-82.1% | - |