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 | $71,801 | $174,892-58.9% | $135,584-47.0% | $357,791-79.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 74.9%+10.8pp | 85.6%+0.1pp |
| Annual return | 14.50% | -8.84%+23.3pp | -6.29%+20.8pp | 396.79%-382.3pp |
| Employer contribution / active EE | $353 | $4,063-91.3% | $2,978-88.1% | $7,508-95.3% |
| Participant deferral / active EE | $3,248 | $4,096-20.7% | $3,505-7.4% | $5,521-41.2% |
| Admin fee / account holder | $16,418 | $8,977+82.9% | $7,720+112.7% | $28,387-42.2% |