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 | $79,913 | $293,860-72.8% | $237,244-66.3% | $357,791-77.7% |
| Participation rate | 92.3% | 84.2%+8.1pp | 80.3%+12.1pp | 85.6%+6.7pp |
| Annual return | 12.43% | 4677.97%-4665.5pp | 4131.29%-4118.9pp | 396.79%-384.4pp |
| Employer contribution / active EE | $1,585 | $5,523-71.3% | $4,351-63.6% | $7,508-78.9% |
| Participant deferral / active EE | $675 | $4,397-84.6% | $4,056-83.4% | $5,521-87.8% |
| Admin fee / account holder | $23,245 | $21,223+9.5% | $18,030+28.9% | $28,387-18.1% |