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 | $28,663 | $198,466-85.6% | $170,442-83.2% | $147,584-80.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.58% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $725 | $6,184-88.3% | $5,433-86.6% | $4,876-85.1% |
| Participant deferral / active EE | $531 | $5,629-90.6% | $4,939-89.3% | $5,439-90.2% |
| Admin fee / account holder | $38,945 | $16,852+131.1% | $13,880+180.6% | $10,885+257.8% |