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 | $11,256 | $198,466-94.3% | $170,442-93.4% | $147,584-92.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.98% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $500 | $6,184-91.9% | $5,433-90.8% | $4,876-89.7% |
| Participant deferral / active EE | $1,826 | $5,629-67.6% | $4,939-63.0% | $5,439-66.4% |
| Admin fee / account holder | $362 | $16,852-97.9% | $13,880-97.4% | $10,885-96.7% |