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 | $35,964 | $323,986-88.9% | $185,117-80.6% | - |
| Participation rate | 100.0% | 63.4%+36.6pp | 77.3%+22.7pp | - |
| Annual return | 73.12% | 15.76%+57.4pp | 40.50%+32.6pp | - |
| Employer contribution / active EE | $4,810 | $1,995+141.1% | $4,182+15.0% | - |
| Participant deferral / active EE | $1,839 | $3,608-49.0% | $5,045-63.6% | - |
| Admin fee / account holder | $692 | $20,091-96.6% | $8,159-91.5% | - |