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 5-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 | $82,076 | $146,004-43.8% | $116,250-29.4% | $382,429-78.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.6%+26.4pp | 87.7%+12.3pp |
| Annual return | 26.67% | -6.33%+33.0pp | -4.11%+30.8pp | 248.85%-222.2pp |
| Employer contribution / active EE | $5,835 | $3,922+48.8% | $2,865+103.7% | $8,036-27.4% |
| Participant deferral / active EE | $12,649 | $3,535+257.8% | $3,192+296.3% | $5,727+120.9% |
| Admin fee / account holder | $353 | $7,262-95.1% | $7,117-95.0% | $30,732-98.8% |