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 | $75,761 | $293,860-74.2% | $237,244-68.1% | $357,791-78.8% |
| Participation rate | 91.7% | 84.2%+7.5pp | 80.3%+11.4pp | 85.6%+6.1pp |
| Annual return | 11.92% | 4677.97%-4666.0pp | 4131.29%-4119.4pp | 396.79%-384.9pp |
| Employer contribution / active EE | $957 | $5,523-82.7% | $4,351-78.0% | $7,508-87.3% |
| Participant deferral / active EE | $1,139 | $4,397-74.1% | $4,056-71.9% | $5,521-79.4% |
| Admin fee / account holder | $3,281 | $21,223-84.5% | $18,030-81.8% | $28,387-88.4% |