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 | $130,198 | $270,399-51.8% | $209,409-37.8% | $357,791-63.6% |
| Participation rate | 76.5% | 83.8%-7.3pp | 80.4%-3.9pp | 85.6%-9.1pp |
| Annual return | 10.30% | 194.89%-184.6pp | 159.49%-149.2pp | 396.79%-386.5pp |
| Employer contribution / active EE | $1,475 | $6,982-78.9% | $5,035-70.7% | $7,508-80.3% |
| Participant deferral / active EE | $5,901 | $4,606+28.1% | $4,230+39.5% | $5,521+6.9% |
| Admin fee / account holder | $100,963 | $18,969+432.3% | $16,474+512.9% | $28,387+255.7% |