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 5-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 | $30,350 | $174,892-82.6% | $135,584-77.6% | $357,791-91.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 74.9%+25.1pp | 85.6%+14.4pp |
| Annual return | 19.88% | -8.84%+28.7pp | -6.29%+26.2pp | 396.79%-376.9pp |
| Employer contribution / active EE | $2,060 | $4,063-49.3% | $2,978-30.8% | $7,508-72.6% |
| Participant deferral / active EE | $4,341 | $4,096+6.0% | $3,505+23.8% | $5,521-21.4% |
| Admin fee / account holder | $1,243 | $8,977-86.1% | $7,720-83.9% | $28,387-95.6% |