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 | $59,841 | $216,874-72.4% | $174,595-65.7% | $382,429-84.4% |
| Participation rate | 93.8% | 86.9%+6.9pp | 85.1%+8.6pp | 87.7%+6.0pp |
| Annual return | 15.44% | 7969.70%-7954.3pp | 6861.22%-6845.8pp | 248.85%-233.4pp |
| Employer contribution / active EE | $3,750 | $4,110-8.7% | $3,630+3.3% | $8,036-53.3% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,379-100.0% | $5,727-100.0% |
| Admin fee / account holder | $2,718 | $12,030-77.4% | $10,352-73.7% | $30,732-91.2% |