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 | $88,796 | $244,740-63.7% | $206,214-56.9% | $357,791-75.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 13.14% | -3.72%+16.9pp | -1.60%+14.7pp | 396.79%-383.7pp |
| Employer contribution / active EE | $3,333 | $7,019-52.5% | $5,967-44.1% | $7,508-55.6% |
| Participant deferral / active EE | $5,017 | $4,983+0.7% | $4,649+7.9% | $5,521-9.1% |
| Admin fee / account holder | $1,596 | $15,419-89.7% | $13,671-88.3% | $28,387-94.4% |