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 | $148,289 | $244,740-39.4% | $206,214-28.1% | $357,791-58.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 5.86% | -3.72%+9.6pp | -1.60%+7.5pp | 396.79%-390.9pp |
| Employer contribution / active EE | $7,560 | $7,019+7.7% | $5,967+26.7% | $7,508+0.7% |
| Participant deferral / active EE | $2,680 | $4,983-46.2% | $4,649-42.4% | $5,521-51.5% |
| Admin fee / account holder | $40,748 | $15,419+164.3% | $13,671+198.1% | $28,387+43.5% |