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 | $27,256 | $244,740-88.9% | $206,214-86.8% | $357,791-92.4% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.4%+7.6pp | 85.6%+4.4pp |
| Annual return | 15.53% | -3.72%+19.3pp | -1.60%+17.1pp | 396.79%-381.3pp |
| Employer contribution / active EE | $5,590 | $7,019-20.4% | $5,967-6.3% | $7,508-25.5% |
| Participant deferral / active EE | $2,523 | $4,983-49.4% | $4,649-45.7% | $5,521-54.3% |
| Admin fee / account holder | $10,271 | $15,419-33.4% | $13,671-24.9% | $28,387-63.8% |