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 9-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 | $81,213 | $297,529-72.7% | $246,525-67.1% | $357,791-77.3% |
| Participation rate | 86.4% | 86.5%-0.2pp | 82.0%+4.4pp | 85.6%+0.8pp |
| Annual return | 21.59% | -2.25%+23.8pp | 0.46%+21.1pp | 396.79%-375.2pp |
| Employer contribution / active EE | $3,159 | $8,709-63.7% | $7,467-57.7% | $7,508-57.9% |
| Participant deferral / active EE | $7,133 | $6,076+17.4% | $5,422+31.6% | $5,521+29.2% |
| Admin fee / account holder | $4,038 | $16,212-75.1% | $16,551-75.6% | $28,387-85.8% |