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 | $22,429 | $201,272-88.9% | $184,203-87.8% | $145,922-84.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.98% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,374 | $7,022-80.4% | $6,427-78.6% | $4,660-70.5% |
| Participant deferral / active EE | $3,015 | $9,806-69.3% | $9,131-67.0% | $6,688-54.9% |
| Admin fee / account holder | $19,467 | $16,364+19.0% | $13,901+40.0% | $13,397+45.3% |