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 | $14,522 | $183,963-92.1% | $162,163-91.0% | $152,861-90.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.83% | 150.76%-113.9pp | 115.59%-78.8pp | 345.32%-308.5pp |
| Employer contribution / active EE | $1,357 | $6,371-78.7% | $5,614-75.8% | $4,762-71.5% |
| Participant deferral / active EE | $1,606 | $8,034-80.0% | $7,298-78.0% | $5,850-72.6% |
| Admin fee / account holder | $26,145 | $13,121+99.3% | $10,843+141.1% | $11,596+125.5% |