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 | $95,860 | $375,661-74.5% | $312,151-69.3% | $382,429-74.9% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 17.88% | 0.11%+17.8pp | 1.82%+16.1pp | 248.85%-231.0pp |
| Employer contribution / active EE | $5,320 | $9,697-45.1% | $8,031-33.8% | $8,036-33.8% |
| Participant deferral / active EE | $6,581 | $5,737+14.7% | $5,370+22.6% | $5,727+14.9% |
| Admin fee / account holder | $1,198 | $64,308-98.1% | $51,799-97.7% | $30,732-96.1% |