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 6-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 | $111,851 | $495,011-77.4% | $442,409-74.7% | $357,791-68.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 19.47% | 92.83%-73.4pp | 90.53%-71.1pp | 396.79%-377.3pp |
| Employer contribution / active EE | $15,444 | $8,270+86.7% | $7,697+100.6% | $7,508+105.7% |
| Participant deferral / active EE | $7,548 | $7,613-0.9% | $7,555-0.1% | $5,521+36.7% |
| Admin fee / account holder | $971 | $60,147-98.4% | $51,603-98.1% | $28,387-96.6% |