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 | $288,797-71.9% | $239,577-66.1% | $382,429-78.8% |
| Participation rate | 80.0% | 85.8%-5.8pp | 82.1%-2.1pp | 87.7%-7.7pp |
| Annual return | 16.96% | -3.30%+20.3pp | -0.70%+17.7pp | 248.85%-231.9pp |
| Employer contribution / active EE | $1,792 | $8,558-79.1% | $7,232-75.2% | $8,036-77.7% |
| Participant deferral / active EE | $2,644 | $6,420-58.8% | $5,676-53.4% | $5,727-53.8% |
| Admin fee / account holder | $3,082 | $18,649-83.5% | $19,315-84.0% | $30,732-90.0% |