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 | $247,335 | $426,113-42.0% | $289,028-14.4% | $357,791-30.9% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 15.88% | 260.96%-245.1pp | 243.94%-228.1pp | 396.79%-380.9pp |
| Employer contribution / active EE | $8,638 | $8,831-2.2% | $6,326+36.5% | $7,508+15.1% |
| Participant deferral / active EE | $2,595 | $6,238-58.4% | $4,804-46.0% | $5,521-53.0% |
| Admin fee / account holder | $12,662 | $18,206-30.4% | $14,050-9.9% | $28,387-55.4% |