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 | $215,594 | $495,011-56.4% | $442,409-51.3% | $357,791-39.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 14.55% | 92.83%-78.3pp | 90.53%-76.0pp | 396.79%-382.2pp |
| Employer contribution / active EE | $223 | $8,270-97.3% | $7,697-97.1% | $7,508-97.0% |
| Participant deferral / active EE | $7,694 | $7,613+1.1% | $7,555+1.8% | $5,521+39.4% |
| Admin fee / account holder | $5,591 | $60,147-90.7% | $51,603-89.2% | $28,387-80.3% |