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 5-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 | $24,156 | $697,698-96.5% | $621,730-96.1% | $357,791-93.2% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 28.02% | 10.63%+17.4pp | 10.76%+17.3pp | 396.79%-368.8pp |
| Employer contribution / active EE | $2,127 | $10,590-79.9% | $9,871-78.4% | $7,508-71.7% |
| Participant deferral / active EE | $9,433 | $7,203+31.0% | $6,979+35.2% | $5,521+70.9% |
| Admin fee / account holder | $729 | $75,391-99.0% | $66,065-98.9% | $28,387-97.4% |