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 | $16,039 | $198,466-91.9% | $170,442-90.6% | $147,584-89.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 36.25% | 257.29%-221.0pp | 205.93%-169.7pp | 578.55%-542.3pp |
| Employer contribution / active EE | $1,170 | $6,184-81.1% | $5,433-78.5% | $4,876-76.0% |
| Participant deferral / active EE | $957 | $5,629-83.0% | $4,939-80.6% | $5,439-82.4% |
| Admin fee / account holder | $2,143 | $16,852-87.3% | $13,880-84.6% | $10,885-80.3% |