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 | $293,860-45.2% | $237,244-32.2% | $357,791-55.0% |
| Participation rate | 77.3% | 84.2%-6.9pp | 80.3%-3.0pp | 85.6%-8.3pp |
| Annual return | 17.27% | 4677.97%-4660.7pp | 4131.29%-4114.0pp | 396.79%-379.5pp |
| Employer contribution / active EE | $2,499 | $5,523-54.8% | $4,351-42.6% | $7,508-66.7% |
| Participant deferral / active EE | $7,040 | $4,397+60.1% | $4,056+73.6% | $5,521+27.5% |
| Admin fee / account holder | $19,086 | $21,223-10.1% | $18,030+5.9% | $28,387-32.8% |