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 | $125,469 | $471,255-73.4% | $493,514-74.6% | $357,791-64.9% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 16.15% | -8.27%+24.4pp | -7.53%+23.7pp | 396.79%-380.6pp |
| Employer contribution / active EE | $2,400 | $7,367-67.4% | $6,745-64.4% | $7,508-68.0% |
| Participant deferral / active EE | $6,421 | $3,572+79.8% | $3,576+79.6% | $5,521+16.3% |
| Admin fee / account holder | $2,183 | $29,116-92.5% | $31,190-93.0% | $28,387-92.3% |