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 | $248,048 | $331,010-25.1% | $284,014-12.7% | $357,791-30.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | 11.20% | -7.54%+18.7pp | -6.84%+18.0pp | 396.79%-385.6pp |
| Employer contribution / active EE | $1,494 | $4,421-66.2% | $4,497-66.8% | $7,508-80.1% |
| Participant deferral / active EE | $1,053 | $4,180-74.8% | $5,463-80.7% | $5,521-80.9% |
| Admin fee / account holder | $4,392 | $15,699-72.0% | $16,425-73.3% | $28,387-84.5% |