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 | $186,337 | $293,860-36.6% | $237,244-21.5% | $357,791-47.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 15.73% | 4677.97%-4662.2pp | 4131.29%-4115.6pp | 396.79%-381.1pp |
| Employer contribution / active EE | $3,421 | $5,523-38.1% | $4,351-21.4% | $7,508-54.4% |
| Participant deferral / active EE | $4,792 | $4,397+9.0% | $4,056+18.1% | $5,521-13.2% |
| Admin fee / account holder | $334 | $21,223-98.4% | $18,030-98.1% | $28,387-98.8% |