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 | $128,457 | $471,255-72.7% | $493,514-74.0% | $357,791-64.1% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 21.22% | -8.27%+29.5pp | -7.53%+28.8pp | 396.79%-375.6pp |
| Employer contribution / active EE | $3,475 | $7,367-52.8% | $6,745-48.5% | $7,508-53.7% |
| Participant deferral / active EE | $3,358 | $3,572-6.0% | $3,576-6.1% | $5,521-39.2% |
| Admin fee / account holder | $11,546 | $29,116-60.3% | $31,190-63.0% | $28,387-59.3% |