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 | $57,541 | $495,011-88.4% | $442,409-87.0% | $357,791-83.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 16.29% | 92.83%-76.5pp | 90.53%-74.2pp | 396.79%-380.5pp |
| Employer contribution / active EE | $4,568 | $8,270-44.8% | $7,697-40.6% | $7,508-39.2% |
| Participant deferral / active EE | $1,757 | $7,613-76.9% | $7,555-76.7% | $5,521-68.2% |
| Admin fee / account holder | $2,288 | $60,147-96.2% | $51,603-95.6% | $28,387-91.9% |