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 3-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 | $47,924 | $369,484-87.0% | $303,047-84.2% | $357,791-86.6% |
| Participation rate | 95.0% | 90.0%+5.0pp | 87.1%+7.9pp | 85.6%+9.4pp |
| Annual return | 24.00% | 0.42%+23.6pp | 2.47%+21.5pp | 396.79%-372.8pp |
| Employer contribution / active EE | $3,007 | $9,025-66.7% | $7,418-59.5% | $7,508-60.0% |
| Participant deferral / active EE | $4,553 | $5,439-16.3% | $5,070-10.2% | $5,521-17.5% |
| Admin fee / account holder | $7,183 | $49,137-85.4% | $39,333-81.7% | $28,387-74.7% |