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 | $113,427 | $244,740-53.7% | $206,214-45.0% | $357,791-68.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 17.76% | -3.72%+21.5pp | -1.60%+19.4pp | 396.79%-379.0pp |
| Employer contribution / active EE | $3,236 | $7,019-53.9% | $5,967-45.8% | $7,508-56.9% |
| Participant deferral / active EE | $4,024 | $4,983-19.3% | $4,649-13.5% | $5,521-27.1% |
| Admin fee / account holder | $6,207 | $15,419-59.7% | $13,671-54.6% | $28,387-78.1% |