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 | $17,414 | $198,466-91.2% | $170,442-89.8% | $147,584-88.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.31% | 257.29%-232.0pp | 205.93%-180.6pp | 578.55%-553.2pp |
| Employer contribution / active EE | $732 | $6,184-88.2% | $5,433-86.5% | $4,876-85.0% |
| Participant deferral / active EE | $987 | $5,629-82.5% | $4,939-80.0% | $5,439-81.8% |
| Admin fee / account holder | $349 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |