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 | $86,375 | $293,860-70.6% | $237,244-63.6% | $357,791-75.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 13.09% | 4677.97%-4664.9pp | 4131.29%-4118.2pp | 396.79%-383.7pp |
| Employer contribution / active EE | $1,875 | $5,523-66.0% | $4,351-56.9% | $7,508-75.0% |
| Participant deferral / active EE | $347 | $4,397-92.1% | $4,056-91.4% | $5,521-93.7% |
| Admin fee / account holder | $163,328 | $21,223+669.6% | $18,030+805.9% | $28,387+475.4% |