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 | $105,354 | $495,011-78.7% | $442,409-76.2% | $357,791-70.6% |
| Participation rate | 85.7% | 88.7%-3.0pp | 88.0%-2.3pp | 85.6%+0.1pp |
| Annual return | 14.66% | 92.83%-78.2pp | 90.53%-75.9pp | 396.79%-382.1pp |
| Employer contribution / active EE | $12,071 | $8,270+46.0% | $7,697+56.8% | $7,508+60.8% |
| Participant deferral / active EE | $0 | $7,613-100.0% | $7,555-100.0% | $5,521-100.0% |
| Admin fee / account holder | $563 | $60,147-99.1% | $51,603-98.9% | $28,387-98.0% |