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 | $201,083 | $245,885-18.2% | $198,754+1.2% | $357,791-43.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 85.6%-10.6pp |
| Annual return | 16.15% | 5953.41%-5937.3pp | 4947.04%-4930.9pp | 396.79%-380.6pp |
| Employer contribution / active EE | $1,053 | $4,089-74.2% | $4,008-73.7% | $7,508-86.0% |
| Participant deferral / active EE | $1,053 | $4,533-76.8% | $4,138-74.6% | $5,521-80.9% |
| Admin fee / account holder | $11,810 | $12,849-8.1% | $12,082-2.3% | $28,387-58.4% |