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 7-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 | $22,926 | $369,484-93.8% | $303,047-92.4% | $357,791-93.6% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 20.41% | 0.42%+20.0pp | 2.47%+17.9pp | 396.79%-376.4pp |
| Employer contribution / active EE | $579 | $9,025-93.6% | $7,418-92.2% | $7,508-92.3% |
| Participant deferral / active EE | $2,283 | $5,439-58.0% | $5,070-55.0% | $5,521-58.7% |
| Admin fee / account holder | $355 | $49,137-99.3% | $39,333-99.1% | $28,387-98.7% |