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 | $245,885-32.9% | $198,754-17.0% | $357,791-53.9% |
| Participation rate | 81.8% | 84.2%-2.4pp | 81.4%+0.4pp | 85.6%-3.8pp |
| Annual return | 7.76% | 5953.41%-5945.6pp | 4947.04%-4939.3pp | 396.79%-389.0pp |
| Employer contribution / active EE | $2,233 | $4,089-45.4% | $4,008-44.3% | $7,508-70.3% |
| Participant deferral / active EE | $5,806 | $4,533+28.1% | $4,138+40.3% | $5,521+5.2% |
| Admin fee / account holder | $3,740 | $12,849-70.9% | $12,082-69.1% | $28,387-86.8% |