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 | $230,039 | $295,923-22.3% | $239,403-3.9% | $382,429-39.8% |
| Participation rate | 83.3% | 87.1%-3.8pp | 82.2%+1.2pp | 87.7%-4.4pp |
| Annual return | 16.40% | 1.75%+14.7pp | 3.34%+13.1pp | 248.85%-232.4pp |
| Employer contribution / active EE | $5,522 | $5,859-5.7% | $4,656+18.6% | $8,036-31.3% |
| Participant deferral / active EE | $2,191 | $4,814-54.5% | $4,239-48.3% | $5,727-61.8% |
| Admin fee / account holder | $7,241 | $26,025-72.2% | $21,121-65.7% | $30,732-76.4% |