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 | $20,310 | $332,085-93.9% | $149,673-86.4% | - |
| Participation rate | 94.9% | 60.9%+34.0pp | 78.8%+16.2pp | - |
| Annual return | 16.02% | 51.04%-35.0pp | 134.42%-118.4pp | - |
| Employer contribution / active EE | $971 | $2,795-65.3% | $4,818-79.9% | - |
| Participant deferral / active EE | $1,075 | $2,947-63.5% | $5,680-81.1% | - |
| Admin fee / account holder | $3,596 | $47,995-92.5% | $13,210-72.8% | - |