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 | $24,924 | $122,239-79.6% | $184,203-86.5% | $74,495-66.5% |
| Participation rate | 96.1% | 85.5%+10.6pp | 86.8%+9.3pp | 67.2%+28.9pp |
| Annual return | 12.20% | 19.95%-7.7pp | 28.81%-16.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $452 | $4,537-90.0% | $6,427-93.0% | $2,623-82.8% |
| Participant deferral / active EE | $2,179 | $7,139-69.5% | $9,131-76.1% | $4,346-49.9% |
| Admin fee / account holder | $1,720 | $1,260+36.6% | $13,901-87.6% | $1,942-11.4% |