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 | $118,153 | $369,484-68.0% | $303,047-61.0% | $357,791-67.0% |
| Participation rate | 76.9% | 90.0%-13.1pp | 87.1%-10.2pp | 85.6%-8.7pp |
| Annual return | 10.14% | 0.42%+9.7pp | 2.47%+7.7pp | 396.79%-386.7pp |
| Employer contribution / active EE | $1,020 | $9,025-88.7% | $7,418-86.3% | $7,508-86.4% |
| Participant deferral / active EE | $2,247 | $5,439-58.7% | $5,070-55.7% | $5,521-59.3% |
| Admin fee / account holder | $1,417 | $49,137-97.1% | $39,333-96.4% | $28,387-95.0% |