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 | $188,048 | $295,923-36.5% | $239,403-21.5% | $382,429-50.8% |
| Participation rate | 85.7% | 87.1%-1.4pp | 82.2%+3.5pp | 87.7%-2.0pp |
| Annual return | 16.10% | 1.75%+14.3pp | 3.34%+12.8pp | 248.85%-232.8pp |
| Employer contribution / active EE | $4,705 | $5,859-19.7% | $4,656+1.0% | $8,036-41.5% |
| Participant deferral / active EE | $10,511 | $4,814+118.3% | $4,239+148.0% | $5,727+83.5% |
| Admin fee / account holder | $15,369 | $26,025-40.9% | $21,121-27.2% | $30,732-50.0% |