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 | $57,666 | $245,885-76.5% | $198,754-71.0% | $357,791-83.9% |
| Participation rate | 88.2% | 84.2%+4.0pp | 81.4%+6.8pp | 85.6%+2.6pp |
| Annual return | 10.77% | 5953.41%-5942.6pp | 4947.04%-4936.3pp | 396.79%-386.0pp |
| Employer contribution / active EE | $0 | $4,089-100.0% | $4,008-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,210 | $4,533-51.2% | $4,138-46.6% | $5,521-60.0% |
| Admin fee / account holder | $2,868 | $12,849-77.7% | $12,082-76.3% | $28,387-89.9% |