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 | $224,984 | $185,689+21.2% | $146,762+53.3% | $357,791-37.1% |
| Participation rate | 100.0% | 86.7%+13.3pp | 81.7%+18.3pp | 85.6%+14.4pp |
| Annual return | 13.79% | -6.87%+20.7pp | -2.96%+16.8pp | 396.79%-383.0pp |
| Employer contribution / active EE | $8,048 | $4,663+72.6% | $3,453+133.1% | $7,508+7.2% |
| Participant deferral / active EE | $7,759 | $3,759+106.4% | $3,550+118.6% | $5,521+40.5% |
| Admin fee / account holder | $6,913 | $15,700-56.0% | $14,221-51.4% | $28,387-75.6% |