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 7-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 | $56,271 | $642,683-91.2% | $386,318-85.4% | $357,791-84.3% |
| Participation rate | 70.0% | 68.8%+1.2pp | 67.7%+2.3pp | 85.6%-15.6pp |
| Annual return | 17.91% | -6.86%+24.8pp | -2.64%+20.5pp | 396.79%-378.9pp |
| Employer contribution / active EE | $3,488 | $5,282-34.0% | $4,025-13.4% | $7,508-53.5% |
| Participant deferral / active EE | $5,690 | $3,904+45.8% | $3,524+61.5% | $5,521+3.1% |
| Admin fee / account holder | $5,524 | $23,448-76.4% | $16,179-65.9% | $28,387-80.5% |