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 8-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 | $74,181 | $697,698-89.4% | $621,730-88.1% | $357,791-79.3% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 16.86% | 10.63%+6.2pp | 10.76%+6.1pp | 396.79%-379.9pp |
| Employer contribution / active EE | $4,002 | $10,590-62.2% | $9,871-59.5% | $7,508-46.7% |
| Participant deferral / active EE | $11,896 | $7,203+65.1% | $6,979+70.4% | $5,521+115.5% |
| Admin fee / account holder | $1,033 | $75,391-98.6% | $66,065-98.4% | $28,387-96.4% |