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 | $218,019 | $495,011-56.0% | $442,409-50.7% | $357,791-39.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 8.21% | 92.83%-84.6pp | 90.53%-82.3pp | 396.79%-388.6pp |
| Employer contribution / active EE | $8,981 | $8,270+8.6% | $7,697+16.7% | $7,508+19.6% |
| Participant deferral / active EE | $4,375 | $7,613-42.5% | $7,555-42.1% | $5,521-20.8% |
| Admin fee / account holder | $7,026 | $60,147-88.3% | $51,603-86.4% | $28,387-75.3% |