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 | $59,903 | $171,143-65.0% | $163,182-63.3% | $357,791-83.3% |
| Participation rate | 71.4% | 92.9%-21.4pp | 83.4%-11.9pp | 85.6%-14.2pp |
| Annual return | 15.56% | -7.35%+22.9pp | -6.50%+22.1pp | 396.79%-381.2pp |
| Employer contribution / active EE | $10,289 | $3,882+165.1% | $2,768+271.7% | $7,508+37.1% |
| Participant deferral / active EE | $15,715 | $7,931+98.1% | $5,547+183.3% | $5,521+184.6% |
| Admin fee / account holder | $26,657 | $29,740-10.4% | $20,882+27.7% | $28,387-6.1% |