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 | $71,288 | $185,689-61.6% | $146,762-51.4% | $357,791-80.1% |
| Participation rate | 100.0% | 86.7%+13.3pp | 81.7%+18.3pp | 85.6%+14.4pp |
| Annual return | 17.17% | -6.87%+24.0pp | -2.96%+20.1pp | 396.79%-379.6pp |
| Employer contribution / active EE | $3,627 | $4,663-22.2% | $3,453+5.0% | $7,508-51.7% |
| Participant deferral / active EE | $2,562 | $3,759-31.8% | $3,550-27.8% | $5,521-53.6% |
| Admin fee / account holder | $2,186 | $15,700-86.1% | $14,221-84.6% | $28,387-92.3% |