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 | $84,882 | $444,907-80.9% | $304,612-72.1% | $382,429-77.8% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 17.81% | 345.83%-328.0pp | 329.91%-312.1pp | 248.85%-231.0pp |
| Employer contribution / active EE | $4,061 | $10,568-61.6% | $7,476-45.7% | $8,036-49.5% |
| Participant deferral / active EE | $5,980 | $7,127-16.1% | $5,388+11.0% | $5,727+4.4% |
| Admin fee / account holder | $1,839 | $16,329-88.7% | $12,962-85.8% | $30,732-94.0% |