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 | $25,419 | $183,963-86.2% | $162,163-84.3% | $152,861-83.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.67% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.7pp |
| Employer contribution / active EE | $430 | $6,371-93.3% | $5,614-92.3% | $4,762-91.0% |
| Participant deferral / active EE | $1,380 | $8,034-82.8% | $7,298-81.1% | $5,850-76.4% |
| Admin fee / account holder | $332 | $13,121-97.5% | $10,843-96.9% | $11,596-97.1% |