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 | $160,970 | $295,923-45.6% | $239,403-32.8% | $382,429-57.9% |
| Participation rate | 77.3% | 87.1%-9.8pp | 82.2%-4.9pp | 87.7%-10.5pp |
| Annual return | 17.27% | 1.75%+15.5pp | 3.34%+13.9pp | 248.85%-231.6pp |
| Employer contribution / active EE | $2,499 | $5,859-57.4% | $4,656-46.3% | $8,036-68.9% |
| Participant deferral / active EE | $7,040 | $4,814+46.2% | $4,239+66.1% | $5,727+22.9% |
| Admin fee / account holder | $19,086 | $26,025-26.7% | $21,121-9.6% | $30,732-37.9% |