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 | $245,885-75.7% | $198,754-69.9% | $357,791-83.3% |
| Participation rate | 93.8% | 84.2%+9.5pp | 81.4%+12.3pp | 85.6%+8.2pp |
| Annual return | 15.44% | 5953.41%-5938.0pp | 4947.04%-4931.6pp | 396.79%-381.4pp |
| Employer contribution / active EE | $3,750 | $4,089-8.3% | $4,008-6.4% | $7,508-50.1% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $4,138-100.0% | $5,521-100.0% |
| Admin fee / account holder | $2,718 | $12,849-78.8% | $12,082-77.5% | $28,387-90.4% |