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 | $26,989 | $426,113-93.7% | $289,028-90.7% | $357,791-92.5% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 15.06% | 260.96%-245.9pp | 243.94%-228.9pp | 396.79%-381.7pp |
| Employer contribution / active EE | $2,792 | $8,831-68.4% | $6,326-55.9% | $7,508-62.8% |
| Participant deferral / active EE | $1,587 | $6,238-74.6% | $4,804-67.0% | $5,521-71.3% |
| Admin fee / account holder | $3,237 | $18,206-82.2% | $14,050-77.0% | $28,387-88.6% |