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 | $46,596 | $697,698-93.3% | $621,730-92.5% | $357,791-87.0% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 18.01% | 10.63%+7.4pp | 10.76%+7.2pp | 396.79%-378.8pp |
| Employer contribution / active EE | $3,062 | $10,590-71.1% | $9,871-69.0% | $7,508-59.2% |
| Participant deferral / active EE | $3,062 | $7,203-57.5% | $6,979-56.1% | $5,521-44.5% |
| Admin fee / account holder | $50,836 | $75,391-32.6% | $66,065-23.1% | $28,387+79.1% |