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 | $84,732 | $244,740-65.4% | $206,214-58.9% | $357,791-76.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 13.61% | -3.72%+17.3pp | -1.60%+15.2pp | 396.79%-383.2pp |
| Employer contribution / active EE | $12,030 | $7,019+71.4% | $5,967+101.6% | $7,508+60.2% |
| Participant deferral / active EE | $14,626 | $4,983+193.5% | $4,649+214.6% | $5,521+164.9% |
| Admin fee / account holder | $61,552 | $15,419+299.2% | $13,671+350.2% | $28,387+116.8% |