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 | $31,252 | $198,466-84.3% | $170,442-81.7% | $147,584-78.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 23.06% | 257.29%-234.2pp | 205.93%-182.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,258 | $6,184-79.7% | $5,433-76.8% | $4,876-74.2% |
| Participant deferral / active EE | $1,922 | $5,629-65.9% | $4,939-61.1% | $5,439-64.7% |
| Admin fee / account holder | $332 | $16,852-98.0% | $13,880-97.6% | $10,885-97.0% |