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 | $104,331 | $495,011-78.9% | $442,409-76.4% | $357,791-70.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 27.78% | 92.83%-65.1pp | 90.53%-62.7pp | 396.79%-369.0pp |
| Employer contribution / active EE | $5,767 | $8,270-30.3% | $7,697-25.1% | $7,508-23.2% |
| Participant deferral / active EE | $3,296 | $7,613-56.7% | $7,555-56.4% | $5,521-40.3% |
| Admin fee / account holder | $698 | $60,147-98.8% | $51,603-98.6% | $28,387-97.5% |