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 | $59,440 | $377,972-84.3% | $300,297-80.2% | $382,429-84.5% |
| Participation rate | 83.3% | 91.7%-8.4pp | 83.3%0pp | 87.7%-4.4pp |
| Annual return | 10.36% | 4.19%+6.2pp | 6.06%+4.3pp | 248.85%-238.5pp |
| Employer contribution / active EE | $1,120 | $5,545-79.8% | $4,605-75.7% | $8,036-86.1% |
| Participant deferral / active EE | $1,571 | $5,506-71.5% | $4,511-65.2% | $5,727-72.6% |
| Admin fee / account holder | $4,259 | $20,122-78.8% | $16,510-74.2% | $30,732-86.1% |