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 6-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 | $19,309 | $244,740-92.1% | $206,214-90.6% | $357,791-94.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.4%-2.4pp | 85.6%-5.6pp |
| Annual return | 11.53% | -3.72%+15.3pp | -1.60%+13.1pp | 396.79%-385.3pp |
| Employer contribution / active EE | $3,005 | $7,019-57.2% | $5,967-49.6% | $7,508-60.0% |
| Participant deferral / active EE | $1,823 | $4,983-63.4% | $4,649-60.8% | $5,521-67.0% |
| Admin fee / account holder | $3,337 | $15,419-78.4% | $13,671-75.6% | $28,387-88.2% |