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 | $43,422 | $288,797-85.0% | $239,577-81.9% | $382,429-88.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 18.04% | -3.30%+21.3pp | -0.70%+18.7pp | 248.85%-230.8pp |
| Employer contribution / active EE | $3,228 | $8,558-62.3% | $7,232-55.4% | $8,036-59.8% |
| Participant deferral / active EE | $300 | $6,420-95.3% | $5,676-94.7% | $5,727-94.8% |
| Admin fee / account holder | $2,923 | $18,649-84.3% | $19,315-84.9% | $30,732-90.5% |