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 | $14,604 | $171,865-91.5% | $149,718-90.2% | $147,584-90.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.20% | 2113.22%-2100.0pp | 1501.63%-1488.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $809 | $6,275-87.1% | $5,445-85.1% | $4,876-83.4% |
| Participant deferral / active EE | $809 | $7,271-88.9% | $6,569-87.7% | $5,439-85.1% |
| Admin fee / account holder | $1,575 | $13,799-88.6% | $11,283-86.0% | $10,885-85.5% |