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 | $244,740-82.7% | $206,214-79.5% | $357,791-88.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.4%+6.5pp | 85.6%+3.3pp |
| Annual return | 9.87% | -3.72%+13.6pp | -1.60%+11.5pp | 396.79%-386.9pp |
| Employer contribution / active EE | $1,464 | $7,019-79.1% | $5,967-75.5% | $7,508-80.5% |
| Participant deferral / active EE | $2,354 | $4,983-52.8% | $4,649-49.4% | $5,521-57.4% |
| Admin fee / account holder | $68,220 | $15,419+342.4% | $13,671+399.0% | $28,387+140.3% |