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 | $71,288 | $244,740-70.9% | $206,214-65.4% | $357,791-80.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 18.00% | -3.72%+21.7pp | -1.60%+19.6pp | 396.79%-378.8pp |
| Employer contribution / active EE | $5,479 | $7,019-21.9% | $5,967-8.2% | $7,508-27.0% |
| Participant deferral / active EE | $7,810 | $4,983+56.7% | $4,649+68.0% | $5,521+41.5% |
| Admin fee / account holder | $8,029 | $15,419-47.9% | $13,671-41.3% | $28,387-71.7% |