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 | $26,045 | $217,402-88.0% | $185,823-86.0% | $167,490-84.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 187.62% | 148.36%+39.3pp | 122.05%+65.6pp | 478.56%-290.9pp |
| Employer contribution / active EE | $375 | $5,873-93.6% | $5,167-92.8% | $4,837-92.3% |
| Participant deferral / active EE | $1,174 | $6,356-81.5% | $5,568-78.9% | $6,341-81.5% |
| Admin fee / account holder | $2,598 | $19,811-86.9% | $16,237-84.0% | $12,309-78.9% |