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 | $45,925 | $471,255-90.3% | $493,514-90.7% | $357,791-87.2% |
| Participation rate | 87.0% | 87.7%-0.8pp | 86.6%+0.4pp | 85.6%+1.4pp |
| Annual return | 14.82% | -8.27%+23.1pp | -7.53%+22.4pp | 396.79%-382.0pp |
| Employer contribution / active EE | $3,294 | $7,367-55.3% | $6,745-51.2% | $7,508-56.1% |
| Participant deferral / active EE | $6,296 | $3,572+76.3% | $3,576+76.1% | $5,521+14.0% |
| Admin fee / account holder | $52,371 | $29,116+79.9% | $31,190+67.9% | $28,387+84.5% |