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 | $821,658-94.3% | $740,967-93.7% | $382,429-87.8% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 18.01% | 11.77%+6.2pp | 11.85%+6.2pp | 248.85%-230.8pp |
| Employer contribution / active EE | $3,062 | $11,052-72.3% | $10,506-70.9% | $8,036-61.9% |
| Participant deferral / active EE | $3,062 | $6,303-51.4% | $6,284-51.3% | $5,727-46.5% |
| Admin fee / account holder | $50,836 | $85,347-40.4% | $75,689-32.8% | $30,732+65.4% |