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 | $59,716 | $288,797-79.3% | $239,577-75.1% | $382,429-84.4% |
| Participation rate | 75.0% | 85.8%-10.8pp | 82.1%-7.1pp | 87.7%-12.7pp |
| Annual return | 6.45% | -3.30%+9.7pp | -0.70%+7.2pp | 248.85%-242.4pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $5,456 | $6,420-15.0% | $5,676-3.9% | $5,727-4.7% |
| Admin fee / account holder | $19,350 | $18,649+3.8% | $19,315+0.2% | $30,732-37.0% |