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 | $172,835 | $697,698-75.2% | $621,730-72.2% | $357,791-51.7% |
| Participation rate | 80.0% | 90.7%-10.7pp | 90.8%-10.8pp | 85.6%-5.6pp |
| Annual return | 12.22% | 10.63%+1.6pp | 10.76%+1.5pp | 396.79%-384.6pp |
| Employer contribution / active EE | $23,310 | $10,590+120.1% | $9,871+136.1% | $7,508+210.5% |
| Participant deferral / active EE | $8,616 | $7,203+19.6% | $6,979+23.4% | $5,521+56.1% |
| Admin fee / account holder | $93,933 | $75,391+24.6% | $66,065+42.2% | $28,387+230.9% |