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 | $444,907-93.9% | $304,612-91.1% | $382,429-92.9% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 15.06% | 345.83%-330.8pp | 329.91%-314.8pp | 248.85%-233.8pp |
| Employer contribution / active EE | $2,792 | $10,568-73.6% | $7,476-62.6% | $8,036-65.3% |
| Participant deferral / active EE | $1,587 | $7,127-77.7% | $5,388-70.6% | $5,727-72.3% |
| Admin fee / account holder | $3,237 | $16,329-80.2% | $12,962-75.0% | $30,732-89.5% |