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 | $495,011-84.4% | $442,409-82.5% | $357,791-78.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 12.69% | 92.83%-80.1pp | 90.53%-77.8pp | 396.79%-384.1pp |
| Employer contribution / active EE | $9,131 | $8,270+10.4% | $7,697+18.6% | $7,508+21.6% |
| Participant deferral / active EE | $4,618 | $7,613-39.3% | $7,555-38.9% | $5,521-16.4% |
| Admin fee / account holder | $1,972 | $60,147-96.7% | $51,603-96.2% | $28,387-93.1% |