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 | $22,950 | $171,865-86.6% | $149,718-84.7% | $147,584-84.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 36.66% | 2113.22%-2076.6pp | 1501.63%-1465.0pp | 578.55%-541.9pp |
| Employer contribution / active EE | $408 | $6,275-93.5% | $5,445-92.5% | $4,876-91.6% |
| Participant deferral / active EE | $409 | $7,271-94.4% | $6,569-93.8% | $5,439-92.5% |
| Admin fee / account holder | $25,017 | $13,799+81.3% | $11,283+121.7% | $10,885+129.8% |