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 9-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 | $41,564 | $297,529-86.0% | $246,525-83.1% | $357,791-88.4% |
| Participation rate | 82.4% | 86.5%-4.2pp | 82.0%+0.4pp | 85.6%-3.2pp |
| Annual return | 15.38% | -2.25%+17.6pp | 0.46%+14.9pp | 396.79%-381.4pp |
| Employer contribution / active EE | $2,680 | $8,709-69.2% | $7,467-64.1% | $7,508-64.3% |
| Participant deferral / active EE | $4,702 | $6,076-22.6% | $5,422-13.3% | $5,521-14.8% |
| Admin fee / account holder | $5,798 | $16,212-64.2% | $16,551-65.0% | $28,387-79.6% |