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 | $24,142 | $90,671-73.4% | $85,826-71.9% | $382,429-93.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 72.9%+27.1pp | 87.7%+12.3pp |
| Annual return | 9.51% | -14.82%+24.3pp | -10.29%+19.8pp | 248.85%-239.3pp |
| Employer contribution / active EE | $1,457 | $10,032-85.5% | $6,831-78.7% | $8,036-81.9% |
| Participant deferral / active EE | $5,522 | $4,675+18.1% | $3,752+47.2% | $5,727-3.6% |
| Admin fee / account holder | $24,019 | $4,773+403.2% | $4,820+398.3% | $30,732-21.8% |