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 5-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 | $39,882 | $270,399-85.3% | $209,409-81.0% | $357,791-88.9% |
| Participation rate | 71.4% | 83.8%-12.3pp | 80.4%-8.9pp | 85.6%-14.2pp |
| Annual return | 9.94% | 194.89%-184.9pp | 159.49%-149.5pp | 396.79%-386.9pp |
| Employer contribution / active EE | $1,211 | $6,982-82.7% | $5,035-75.9% | $7,508-83.9% |
| Participant deferral / active EE | $2,298 | $4,606-50.1% | $4,230-45.7% | $5,521-58.4% |
| Admin fee / account holder | $7,663 | $18,969-59.6% | $16,474-53.5% | $28,387-73.0% |