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 | $81,163 | $297,529-72.7% | $246,525-67.1% | $357,791-77.3% |
| Participation rate | 80.0% | 86.5%-6.5pp | 82.0%-2.0pp | 85.6%-5.6pp |
| Annual return | 16.96% | -2.25%+19.2pp | 0.46%+16.5pp | 396.79%-379.8pp |
| Employer contribution / active EE | $1,792 | $8,709-79.4% | $7,467-76.0% | $7,508-76.1% |
| Participant deferral / active EE | $2,644 | $6,076-56.5% | $5,422-51.2% | $5,521-52.1% |
| Admin fee / account holder | $3,082 | $16,212-81.0% | $16,551-81.4% | $28,387-89.1% |