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 | $99,480 | $297,529-66.6% | $246,525-59.6% | $357,791-72.2% |
| Participation rate | 70.0% | 86.5%-16.5pp | 82.0%-12.0pp | 85.6%-15.6pp |
| Annual return | 10.58% | -2.25%+12.8pp | 0.46%+10.1pp | 396.79%-386.2pp |
| Employer contribution / active EE | $334 | $8,709-96.2% | $7,467-95.5% | $7,508-95.6% |
| Participant deferral / active EE | $1,325 | $6,076-78.2% | $5,422-75.6% | $5,521-76.0% |
| Admin fee / account holder | $39,695 | $16,212+144.9% | $16,551+139.8% | $28,387+39.8% |