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 | $97,796 | $245,885-60.2% | $198,754-50.8% | $357,791-72.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 13.83% | 5953.41%-5939.6pp | 4947.04%-4933.2pp | 396.79%-383.0pp |
| Employer contribution / active EE | $3,251 | $4,089-20.5% | $4,008-18.9% | $7,508-56.7% |
| Participant deferral / active EE | $7,758 | $4,533+71.2% | $4,138+87.5% | $5,521+40.5% |
| Admin fee / account holder | $370 | $12,849-97.1% | $12,082-96.9% | $28,387-98.7% |