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 | $112,122 | $495,011-77.3% | $442,409-74.7% | $357,791-68.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 88.0%-13.0pp | 85.6%-10.6pp |
| Annual return | 12.20% | 92.83%-80.6pp | 90.53%-78.3pp | 396.79%-384.6pp |
| Employer contribution / active EE | $3,730 | $8,270-54.9% | $7,697-51.5% | $7,508-50.3% |
| Participant deferral / active EE | $5,647 | $7,613-25.8% | $7,555-25.3% | $5,521+2.3% |
| Admin fee / account holder | $1,235 | $60,147-97.9% | $51,603-97.6% | $28,387-95.6% |