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 | $59,730 | $244,740-75.6% | $206,214-71.0% | $357,791-83.3% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.4%+11.0pp | 85.6%+7.7pp |
| Annual return | 14.88% | -3.72%+18.6pp | -1.60%+16.5pp | 396.79%-381.9pp |
| Employer contribution / active EE | $3,315 | $7,019-52.8% | $5,967-44.5% | $7,508-55.8% |
| Participant deferral / active EE | $6,343 | $4,983+27.3% | $4,649+36.4% | $5,521+14.9% |
| Admin fee / account holder | $2,032 | $15,419-86.8% | $13,671-85.1% | $28,387-92.8% |