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 | $159,531 | $174,276-8.5% | $141,084+13.1% | $357,791-55.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 63.5%+36.5pp | 85.6%+14.4pp |
| Annual return | 11.84% | -44.02%+55.9pp | -42.88%+54.7pp | 396.79%-384.9pp |
| Employer contribution / active EE | $6,729 | $2,343+187.2% | $2,224+202.5% | $7,508-10.4% |
| Participant deferral / active EE | $3,602 | $1,552+132.1% | $1,670+115.7% | $5,521-34.8% |
| Admin fee / account holder | $1,374 | $2,451-43.9% | $3,020-54.5% | $28,387-95.2% |