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 | $63,057 | $426,113-85.2% | $289,028-78.2% | $357,791-82.4% |
| Participation rate | 75.0% | 86.2%-11.2pp | 78.0%-3.0pp | 85.6%-10.6pp |
| Annual return | 12.00% | 260.96%-249.0pp | 243.94%-231.9pp | 396.79%-384.8pp |
| Employer contribution / active EE | $10,129 | $8,831+14.7% | $6,326+60.1% | $7,508+34.9% |
| Participant deferral / active EE | $8,400 | $6,238+34.7% | $4,804+74.9% | $5,521+52.2% |
| Admin fee / account holder | $30,366 | $18,206+66.8% | $14,050+116.1% | $28,387+7.0% |