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 | $132,441 | $244,357-45.8% | $210,245-37.0% | $382,429-65.4% |
| Participation rate | 83.3% | 83.3%0pp | 81.8%+1.6pp | 87.7%-4.4pp |
| Annual return | 19.09% | -7.05%+26.1pp | -5.56%+24.6pp | 248.85%-229.8pp |
| Employer contribution / active EE | $725 | $6,439-88.7% | $5,917-87.7% | $8,036-91.0% |
| Participant deferral / active EE | $3,898 | $5,089-23.4% | $4,757-18.1% | $5,727-31.9% |
| Admin fee / account holder | $1,251 | $11,489-89.1% | $13,533-90.8% | $30,732-95.9% |