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 | $16,124 | $150,440-89.3% | $136,294-88.2% | $147,584-89.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.89% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $400 | $5,256-92.4% | $4,695-91.5% | $4,876-91.8% |
| Participant deferral / active EE | $1,598 | $6,630-75.9% | $6,247-74.4% | $5,439-70.6% |
| Admin fee / account holder | $1,691 | $10,905-84.5% | $9,243-81.7% | $10,885-84.5% |