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 | $375,661-87.2% | $312,151-84.6% | $382,429-87.5% |
| Participation rate | 95.0% | 91.4%+3.6pp | 89.1%+5.9pp | 87.7%+7.3pp |
| Annual return | 24.00% | 0.11%+23.9pp | 1.82%+22.2pp | 248.85%-224.8pp |
| Employer contribution / active EE | $3,007 | $9,697-69.0% | $8,031-62.6% | $8,036-62.6% |
| Participant deferral / active EE | $4,553 | $5,737-20.6% | $5,370-15.2% | $5,727-20.5% |
| Admin fee / account holder | $7,183 | $64,308-88.8% | $51,799-86.1% | $30,732-76.6% |