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 8-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 | $105,975 | $495,011-78.6% | $442,409-76.0% | $357,791-70.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 5.93% | 92.83%-86.9pp | 90.53%-84.6pp | 396.79%-390.9pp |
| Employer contribution / active EE | $5,792 | $8,270-30.0% | $7,697-24.8% | $7,508-22.9% |
| Participant deferral / active EE | $14,615 | $7,613+92.0% | $7,555+93.4% | $5,521+164.7% |
| Admin fee / account holder | $3,736 | $60,147-93.8% | $51,603-92.8% | $28,387-86.8% |