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 | $180,958 | $369,484-51.0% | $303,047-40.3% | $357,791-49.4% |
| Participation rate | 94.1% | 90.0%+4.1pp | 87.1%+7.0pp | 85.6%+8.5pp |
| Annual return | 12.55% | 0.42%+12.1pp | 2.47%+10.1pp | 396.79%-384.2pp |
| Employer contribution / active EE | $5,294 | $9,025-41.3% | $7,418-28.6% | $7,508-29.5% |
| Participant deferral / active EE | $1,191 | $5,439-78.1% | $5,070-76.5% | $5,521-78.4% |
| Admin fee / account holder | $1,916 | $49,137-96.1% | $39,333-95.1% | $28,387-93.3% |