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 | $96,754 | $244,740-60.5% | $206,214-53.1% | $357,791-73.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 15.93% | -3.72%+19.7pp | -1.60%+17.5pp | 396.79%-380.9pp |
| Employer contribution / active EE | $7,372 | $7,019+5.0% | $5,967+23.5% | $7,508-1.8% |
| Participant deferral / active EE | $9,185 | $4,983+84.3% | $4,649+97.6% | $5,521+66.4% |
| Admin fee / account holder | $409,775 | $15,419+2557.5% | $13,671+2897.3% | $28,387+1343.5% |