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 | $205,918 | $247,971-17.0% | $209,012-1.5% | $357,791-42.4% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.5%+0.3pp | 85.6%-7.8pp |
| Annual return | 23.61% | -1.22%+24.8pp | 0.31%+23.3pp | 396.79%-373.2pp |
| Employer contribution / active EE | $4,444 | $6,238-28.8% | $5,342-16.8% | $7,508-40.8% |
| Participant deferral / active EE | $10,844 | $5,526+96.2% | $4,752+128.2% | $5,521+96.4% |
| Admin fee / account holder | $1,583 | $40,320-96.1% | $31,136-94.9% | $28,387-94.4% |