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 | $172,484 | $244,740-29.5% | $206,214-16.4% | $357,791-51.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 16.79% | -3.72%+20.5pp | -1.60%+18.4pp | 396.79%-380.0pp |
| Employer contribution / active EE | $10,338 | $7,019+47.3% | $5,967+73.2% | $7,508+37.7% |
| Participant deferral / active EE | $7,226 | $4,983+45.0% | $4,649+55.4% | $5,521+30.9% |
| Admin fee / account holder | $2,340 | $15,419-84.8% | $13,671-82.9% | $28,387-91.8% |