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 | $134,814 | $369,484-63.5% | $303,047-55.5% | $357,791-62.3% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 13.07% | 0.42%+12.6pp | 2.47%+10.6pp | 396.79%-383.7pp |
| Employer contribution / active EE | $3,821 | $9,025-57.7% | $7,418-48.5% | $7,508-49.1% |
| Participant deferral / active EE | $3,861 | $5,439-29.0% | $5,070-23.8% | $5,521-30.1% |
| Admin fee / account holder | $2,536 | $49,137-94.8% | $39,333-93.6% | $28,387-91.1% |