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 | $28,194 | $171,865-83.6% | $149,718-81.2% | $147,584-80.9% |
| Participation rate | 70.6% | 88.2%-17.6pp | 87.1%-16.5pp | 82.8%-12.2pp |
| Annual return | 12.47% | 2113.22%-2100.7pp | 1501.63%-1489.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $691 | $6,275-89.0% | $5,445-87.3% | $4,876-85.8% |
| Participant deferral / active EE | $697 | $7,271-90.4% | $6,569-89.4% | $5,439-87.2% |
| Admin fee / account holder | $8,028 | $13,799-41.8% | $11,283-28.8% | $10,885-26.3% |