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 | $180,549 | $369,484-51.1% | $303,047-40.4% | $357,791-49.5% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 14.78% | 0.42%+14.4pp | 2.47%+12.3pp | 396.79%-382.0pp |
| Employer contribution / active EE | $4,997 | $9,025-44.6% | $7,418-32.6% | $7,508-33.4% |
| Participant deferral / active EE | $4,389 | $5,439-19.3% | $5,070-13.4% | $5,521-20.5% |
| Admin fee / account holder | $112,023 | $49,137+128.0% | $39,333+184.8% | $28,387+294.6% |