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 | $55,959 | $170,826-67.2% | $148,243-62.3% | $382,429-85.4% |
| Participation rate | 85.7% | 90.0%-4.2pp | 89.1%-3.4pp | 87.7%-2.0pp |
| Annual return | 3.59% | -11.36%+14.9pp | -8.20%+11.8pp | 248.85%-245.3pp |
| Employer contribution / active EE | $3,413 | $4,052-15.8% | $3,4120% | $8,036-57.5% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,089-100.0% | $5,727-100.0% |
| Admin fee / account holder | $786 | $9,356-91.6% | $7,881-90.0% | $30,732-97.4% |