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 | $173,736 | $375,661-53.8% | $312,151-44.3% | $382,429-54.6% |
| Participation rate | 87.5% | 91.4%-3.9pp | 89.1%-1.6pp | 87.7%-0.2pp |
| Annual return | 9.54% | 0.11%+9.4pp | 1.82%+7.7pp | 248.85%-239.3pp |
| Employer contribution / active EE | $1,250 | $9,697-87.1% | $8,031-84.4% | $8,036-84.4% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $63,638 | $64,308-1.0% | $51,799+22.9% | $30,732+107.1% |