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 | $139,638 | $697,698-80.0% | $621,730-77.5% | $357,791-61.0% |
| Participation rate | 84.6% | 90.7%-6.1pp | 90.8%-6.2pp | 85.6%-1.0pp |
| Annual return | 7.30% | 10.63%-3.3pp | 10.76%-3.5pp | 396.79%-389.5pp |
| Employer contribution / active EE | $4,462 | $10,590-57.9% | $9,871-54.8% | $7,508-40.6% |
| Participant deferral / active EE | $3,298 | $7,203-54.2% | $6,979-52.7% | $5,521-40.3% |
| Admin fee / account holder | $1,086 | $75,391-98.6% | $66,065-98.4% | $28,387-96.2% |