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 | $144,920 | $270,399-46.4% | $209,409-30.8% | $357,791-59.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 22.28% | 194.89%-172.6pp | 159.49%-137.2pp | 396.79%-374.5pp |
| Employer contribution / active EE | $2,492 | $6,982-64.3% | $5,035-50.5% | $7,508-66.8% |
| Participant deferral / active EE | $5,011 | $4,606+8.8% | $4,230+18.5% | $5,521-9.2% |
| Admin fee / account holder | $20,004 | $18,969+5.5% | $16,474+21.4% | $28,387-29.5% |