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 | $163,042 | $495,011-67.1% | $442,409-63.1% | $357,791-54.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 19.75% | 92.83%-73.1pp | 90.53%-70.8pp | 396.79%-377.0pp |
| Employer contribution / active EE | $1,570 | $8,270-81.0% | $7,697-79.6% | $7,508-79.1% |
| Participant deferral / active EE | $11,847 | $7,613+55.6% | $7,555+56.8% | $5,521+114.6% |
| Admin fee / account holder | $1,398 | $60,147-97.7% | $51,603-97.3% | $28,387-95.1% |