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 | $30,592 | $183,963-83.4% | $162,163-81.1% | $152,861-80.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 17.82% | 150.76%-132.9pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $927 | $6,371-85.5% | $5,614-83.5% | $4,762-80.5% |
| Participant deferral / active EE | $2,590 | $8,034-67.8% | $7,298-64.5% | $5,850-55.7% |
| Admin fee / account holder | $1,078 | $13,121-91.8% | $10,843-90.1% | $11,596-90.7% |