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 | $23,751 | $176,812-86.6% | $146,665-83.8% | $167,490-85.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.72% | 24.03%-14.3pp | 22.74%-13.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,031 | $5,160-80.0% | $4,136-75.1% | $4,837-78.7% |
| Participant deferral / active EE | $1,435 | $6,440-77.7% | $5,506-73.9% | $6,341-77.4% |
| Admin fee / account holder | $1,584 | $13,259-88.1% | $10,280-84.6% | $12,309-87.1% |