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 | $118,035 | $118,0350% | $118,0350% | $418,949-71.8% |
| Participation rate | 100.0% | 50.0%+50.0pp | 33.3%+66.7pp | 35.7%+64.3pp |
| Annual return | 5.73% | 5.94%-0.2pp | 6.20%-0.5pp | 15.19%-9.5pp |
| Employer contribution / active EE | $2,077 | $32,107-93.5% | $30,079-93.1% | $34,877-94.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $46-100.0% | $86-100.0% |
| Admin fee / account holder | $3,644 | $3,6440% | $3,6440% | $50,584-92.8% |