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 | $20,532 | $123,793-83.4% | $177,821-88.5% | $79,858-74.3% |
| Participation rate | 87.9% | 84.7%+3.3pp | 87.7%+0.2pp | 69.6%+18.3pp |
| Annual return | 24.68% | 22.82%+1.9pp | 48.32%-23.6pp | 31.71%-7.0pp |
| Employer contribution / active EE | $962 | $4,095-76.5% | $5,918-83.8% | $2,471-61.1% |
| Participant deferral / active EE | $2,208 | $5,956-62.9% | $7,714-71.4% | $3,740-41.0% |
| Admin fee / account holder | $1,412 | $7,243-80.5% | $12,427-88.6% | $5,306-73.4% |