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 | $211,800 | $293,860-27.9% | $237,244-10.7% | $357,791-40.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 13.53% | 4677.97%-4664.4pp | 4131.29%-4117.8pp | 396.79%-383.3pp |
| Employer contribution / active EE | $5,364 | $5,523-2.9% | $4,351+23.3% | $7,508-28.5% |
| Participant deferral / active EE | $0 | $4,397-100.0% | $4,056-100.0% | $5,521-100.0% |
| Admin fee / account holder | $415 | $21,223-98.0% | $18,030-97.7% | $28,387-98.5% |