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 | $164,381 | $244,740-32.8% | $206,214-20.3% | $357,791-54.1% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.4%-0.5pp | 85.6%-3.8pp |
| Annual return | 7.91% | -3.72%+11.6pp | -1.60%+9.5pp | 396.79%-388.9pp |
| Employer contribution / active EE | $273 | $7,019-96.1% | $5,967-95.4% | $7,508-96.4% |
| Participant deferral / active EE | $1,722 | $4,983-65.4% | $4,649-63.0% | $5,521-68.8% |
| Admin fee / account holder | $957 | $15,419-93.8% | $13,671-93.0% | $28,387-96.6% |