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 | $230,794 | $293,860-21.5% | $237,244-2.7% | $357,791-35.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 26.67% | 4677.97%-4651.3pp | 4131.29%-4104.6pp | 396.79%-370.1pp |
| Employer contribution / active EE | $2,764 | $5,523-50.0% | $4,351-36.5% | $7,508-63.2% |
| Participant deferral / active EE | $2,269 | $4,397-48.4% | $4,056-44.1% | $5,521-58.9% |
| Admin fee / account holder | $1,275 | $21,223-94.0% | $18,030-92.9% | $28,387-95.5% |