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 | $64,655 | $697,698-90.7% | $621,730-89.6% | $357,791-81.9% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 15.14% | 10.63%+4.5pp | 10.76%+4.4pp | 396.79%-381.6pp |
| Employer contribution / active EE | $3,749 | $10,590-64.6% | $9,871-62.0% | $7,508-50.1% |
| Participant deferral / active EE | $6,095 | $7,203-15.4% | $6,979-12.7% | $5,521+10.4% |
| Admin fee / account holder | $1,019 | $75,391-98.6% | $66,065-98.5% | $28,387-96.4% |