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 | $64,186 | $293,860-78.2% | $237,244-72.9% | $357,791-82.1% |
| Participation rate | 94.7% | 84.2%+10.5pp | 80.3%+14.5pp | 85.6%+9.1pp |
| Annual return | 26.53% | 4677.97%-4651.4pp | 4131.29%-4104.8pp | 396.79%-370.3pp |
| Employer contribution / active EE | $1,173 | $5,523-78.8% | $4,351-73.0% | $7,508-84.4% |
| Participant deferral / active EE | $976 | $4,397-77.8% | $4,056-75.9% | $5,521-82.3% |
| Admin fee / account holder | $39,345 | $21,223+85.4% | $18,030+118.2% | $28,387+38.6% |