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 | $164,987 | $216,874-23.9% | $174,595-5.5% | $382,429-56.9% |
| Participation rate | 81.8% | 86.9%-5.1pp | 85.1%-3.3pp | 87.7%-5.9pp |
| Annual return | 7.76% | 7969.70%-7961.9pp | 6861.22%-6853.5pp | 248.85%-241.1pp |
| Employer contribution / active EE | $2,233 | $4,110-45.7% | $3,630-38.5% | $8,036-72.2% |
| Participant deferral / active EE | $5,806 | $4,809+20.7% | $4,379+32.6% | $5,727+1.4% |
| Admin fee / account holder | $3,740 | $12,030-68.9% | $10,352-63.9% | $30,732-87.8% |