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 | $22,202 | $183,963-87.9% | $162,163-86.3% | $152,861-85.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 106.98% | 150.76%-43.8pp | 115.59%-8.6pp | 345.32%-238.3pp |
| Employer contribution / active EE | $892 | $6,371-86.0% | $5,614-84.1% | $4,762-81.3% |
| Participant deferral / active EE | $1,663 | $8,034-79.3% | $7,298-77.2% | $5,850-71.6% |
| Admin fee / account holder | $6,285 | $13,121-52.1% | $10,843-42.0% | $11,596-45.8% |