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 | $88,707 | $247,971-64.2% | $209,012-57.6% | $357,791-75.2% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.5%+14.2pp | 85.6%+6.1pp |
| Annual return | 11.35% | -1.22%+12.6pp | 0.31%+11.0pp | 396.79%-385.4pp |
| Employer contribution / active EE | $1,028 | $6,238-83.5% | $5,342-80.8% | $7,508-86.3% |
| Participant deferral / active EE | $2,362 | $5,526-57.2% | $4,752-50.3% | $5,521-57.2% |
| Admin fee / account holder | $13,411 | $40,320-66.7% | $31,136-56.9% | $28,387-52.8% |