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 | $175,795 | $697,698-74.8% | $621,730-71.7% | $357,791-50.9% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 22.86% | 10.63%+12.2pp | 10.76%+12.1pp | 396.79%-373.9pp |
| Employer contribution / active EE | $43,967 | $10,590+315.2% | $9,871+345.4% | $7,508+485.6% |
| Participant deferral / active EE | $3,465 | $7,203-51.9% | $6,979-50.3% | $5,521-37.2% |
| Admin fee / account holder | $1,438 | $75,391-98.1% | $66,065-97.8% | $28,387-94.9% |