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 | $77,350 | $538,095-85.6% | $477,111-83.8% | $382,429-79.8% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 12.69% | 104.06%-91.4pp | 101.90%-89.2pp | 248.85%-236.2pp |
| Employer contribution / active EE | $9,131 | $9,361-2.5% | $8,708+4.9% | $8,036+13.6% |
| Participant deferral / active EE | $4,618 | $7,856-41.2% | $7,539-38.7% | $5,727-19.4% |
| Admin fee / account holder | $1,972 | $48,739-96.0% | $42,132-95.3% | $30,732-93.6% |