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 | $38,288 | $244,740-84.4% | $206,214-81.4% | $357,791-89.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.4%+1.0pp | 85.6%-2.3pp |
| Annual return | 12.96% | -3.72%+16.7pp | -1.60%+14.6pp | 396.79%-383.8pp |
| Employer contribution / active EE | $4,363 | $7,019-37.8% | $5,967-26.9% | $7,508-41.9% |
| Participant deferral / active EE | $381 | $4,983-92.4% | $4,649-91.8% | $5,521-93.1% |
| Admin fee / account holder | $6,498 | $15,419-57.9% | $13,671-52.5% | $28,387-77.1% |