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 | $7,775 | $171,865-95.5% | $149,718-94.8% | $147,584-94.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.01% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $743 | $6,275-88.2% | $5,445-86.4% | $4,876-84.8% |
| Participant deferral / active EE | $1,417 | $7,271-80.5% | $6,569-78.4% | $5,439-73.9% |
| Admin fee / account holder | $313 | $13,799-97.7% | $11,283-97.2% | $10,885-97.1% |