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 | $25,247 | $244,740-89.7% | $206,214-87.8% | $357,791-92.9% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.4%+13.5pp | 85.6%+10.2pp |
| Annual return | 14.08% | -3.72%+17.8pp | -1.60%+15.7pp | 396.79%-382.7pp |
| Employer contribution / active EE | $2,425 | $7,019-65.5% | $5,967-59.4% | $7,508-67.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $943 | $15,419-93.9% | $13,671-93.1% | $28,387-96.7% |