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 | $25,752 | $109,359-76.5% | $162,163-84.1% | $72,985-64.7% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 59.53% | 25.46%+34.1pp | 115.59%-56.1pp | 81.00%-21.5pp |
| Employer contribution / active EE | $377 | $3,907-90.4% | $5,614-93.3% | $2,440-84.5% |
| Participant deferral / active EE | $2,358 | $5,481-57.0% | $7,298-67.7% | $3,607-34.6% |
| Admin fee / account holder | $509 | $7,972-93.6% | $10,843-95.3% | $5,124-90.1% |