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 9-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 | $208,534 | $369,484-43.6% | $303,047-31.2% | $357,791-41.7% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 19.36% | 0.42%+18.9pp | 2.47%+16.9pp | 396.79%-377.4pp |
| Employer contribution / active EE | $1,538 | $9,025-83.0% | $7,418-79.3% | $7,508-79.5% |
| Participant deferral / active EE | $1,615 | $5,439-70.3% | $5,070-68.2% | $5,521-70.8% |
| Admin fee / account holder | $1,739 | $49,137-96.5% | $39,333-95.6% | $28,387-93.9% |