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 | $42,254 | $252,625-83.3% | $220,144-80.8% | $382,429-89.0% |
| Participation rate | 88.9% | 88.1%+0.8pp | 84.8%+4.0pp | 87.7%+1.1pp |
| Annual return | 9.87% | -1.59%+11.5pp | -0.63%+10.5pp | 248.85%-239.0pp |
| Employer contribution / active EE | $1,464 | $7,607-80.8% | $6,623-77.9% | $8,036-81.8% |
| Participant deferral / active EE | $2,354 | $4,939-52.3% | $4,718-50.1% | $5,727-58.9% |
| Admin fee / account holder | $68,220 | $17,846+282.3% | $15,617+336.8% | $30,732+122.0% |