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 | $93,264 | $244,740-61.9% | $206,214-54.8% | $357,791-73.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 5.51% | -3.72%+9.2pp | -1.60%+7.1pp | 396.79%-391.3pp |
| Employer contribution / active EE | $4,782 | $7,019-31.9% | $5,967-19.9% | $7,508-36.3% |
| Participant deferral / active EE | $2,355 | $4,983-52.7% | $4,649-49.3% | $5,521-57.3% |
| Admin fee / account holder | $302,709 | $15,419+1863.2% | $13,671+2114.2% | $28,387+966.3% |