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 | $56,831 | $185,689-69.4% | $146,762-61.3% | $357,791-84.1% |
| Participation rate | 100.0% | 86.7%+13.3pp | 81.7%+18.3pp | 85.6%+14.4pp |
| Annual return | 17.10% | -6.87%+24.0pp | -2.96%+20.1pp | 396.79%-379.7pp |
| Employer contribution / active EE | $3,356 | $4,663-28.0% | $3,453-2.8% | $7,508-55.3% |
| Participant deferral / active EE | $6,986 | $3,759+85.8% | $3,550+96.8% | $5,521+26.5% |
| Admin fee / account holder | $1,281 | $15,700-91.8% | $14,221-91.0% | $28,387-95.5% |