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 | $122,917 | $297,529-58.7% | $246,525-50.1% | $357,791-65.6% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 12.56% | -2.25%+14.8pp | 0.46%+12.1pp | 396.79%-384.2pp |
| Employer contribution / active EE | $4,065 | $8,709-53.3% | $7,467-45.6% | $7,508-45.9% |
| Participant deferral / active EE | $1,446 | $6,076-76.2% | $5,422-73.3% | $5,521-73.8% |
| Admin fee / account holder | $1,108 | $16,212-93.2% | $16,551-93.3% | $28,387-96.1% |