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 | $43,422 | $297,529-85.4% | $246,525-82.4% | $357,791-87.9% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 18.04% | -2.25%+20.3pp | 0.46%+17.6pp | 396.79%-378.8pp |
| Employer contribution / active EE | $3,228 | $8,709-62.9% | $7,467-56.8% | $7,508-57.0% |
| Participant deferral / active EE | $300 | $6,076-95.1% | $5,422-94.5% | $5,521-94.6% |
| Admin fee / account holder | $2,923 | $16,212-82.0% | $16,551-82.3% | $28,387-89.7% |