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 | $27,046 | $202,318-86.6% | $172,739-84.3% | $152,861-82.3% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.4%-6.3pp |
| Annual return | 21.26% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $733 | $5,856-87.5% | $5,143-85.7% | $4,762-84.6% |
| Participant deferral / active EE | $1,660 | $5,948-72.1% | $5,198-68.1% | $5,850-71.6% |
| Admin fee / account holder | $818 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |