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 | $113,397 | $185,689-38.9% | $146,762-22.7% | $357,791-68.3% |
| Participation rate | 80.0% | 86.7%-6.7pp | 81.7%-1.7pp | 85.6%-5.6pp |
| Annual return | 17.95% | -6.87%+24.8pp | -2.96%+20.9pp | 396.79%-378.8pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $3,453-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $930 | $3,759-75.3% | $3,550-73.8% | $5,521-83.2% |
| Admin fee / account holder | $1,986 | $15,700-87.3% | $14,221-86.0% | $28,387-93.0% |