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 | $70,438 | $183,415-61.6% | $157,143-55.2% | $382,429-81.6% |
| Participation rate | 75.0% | 89.8%-14.8pp | 84.9%-9.9pp | 87.7%-12.7pp |
| Annual return | 13.82% | -8.41%+22.2pp | -5.74%+19.6pp | 248.85%-235.0pp |
| Employer contribution / active EE | $1,481 | $5,105-71.0% | $4,066-63.6% | $8,036-81.6% |
| Participant deferral / active EE | $4,495 | $4,194+7.2% | $3,906+15.1% | $5,727-21.5% |
| Admin fee / account holder | $1,830 | $18,825-90.3% | $15,459-88.2% | $30,732-94.0% |