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 | $114,090 | $183,415-37.8% | $157,143-27.4% | $382,429-70.2% |
| Participation rate | 81.8% | 89.8%-8.0pp | 84.9%-3.1pp | 87.7%-5.9pp |
| Annual return | 12.52% | -8.41%+20.9pp | -5.74%+18.3pp | 248.85%-236.3pp |
| Employer contribution / active EE | $2,279 | $5,105-55.4% | $4,066-43.9% | $8,036-71.6% |
| Participant deferral / active EE | $5,418 | $4,194+29.2% | $3,906+38.7% | $5,727-5.4% |
| Admin fee / account holder | $1,252 | $18,825-93.3% | $15,459-91.9% | $30,732-95.9% |