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 | $94,072 | $247,971-62.1% | $209,012-55.0% | $357,791-73.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.5%+22.5pp | 85.6%+14.4pp |
| Annual return | 13.32% | -1.22%+14.5pp | 0.31%+13.0pp | 396.79%-383.5pp |
| Employer contribution / active EE | $5,385 | $6,238-13.7% | $5,342+0.8% | $7,508-28.3% |
| Participant deferral / active EE | $2,039 | $5,526-63.1% | $4,752-57.1% | $5,521-63.1% |
| Admin fee / account holder | $3,696 | $40,320-90.8% | $31,136-88.1% | $28,387-87.0% |