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 | $166,210 | $821,658-79.8% | $740,967-77.6% | $382,429-56.5% |
| Participation rate | 87.5% | 93.5%-6.0pp | 93.1%-5.6pp | 87.7%-0.2pp |
| Annual return | 16.20% | 11.77%+4.4pp | 11.85%+4.4pp | 248.85%-232.6pp |
| Employer contribution / active EE | $1,519 | $11,052-86.3% | $10,506-85.5% | $8,036-81.1% |
| Participant deferral / active EE | $5,169 | $6,303-18.0% | $6,284-17.7% | $5,727-9.7% |
| Admin fee / account holder | $1,744 | $85,347-98.0% | $75,689-97.7% | $30,732-94.3% |