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 | $17,068 | $697,698-97.6% | $621,730-97.3% | $357,791-95.2% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 4.55% | 10.63%-6.1pp | 10.76%-6.2pp | 396.79%-392.2pp |
| Employer contribution / active EE | $303 | $10,590-97.1% | $9,871-96.9% | $7,508-96.0% |
| Participant deferral / active EE | $605 | $7,203-91.6% | $6,979-91.3% | $5,521-89.0% |
| Admin fee / account holder | $114,109 | $75,391+51.4% | $66,065+72.7% | $28,387+302.0% |