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 | $90,577 | $245,885-63.2% | $198,754-54.4% | $357,791-74.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 85.6%+3.3pp |
| Annual return | 12.23% | 5953.41%-5941.2pp | 4947.04%-4934.8pp | 396.79%-384.6pp |
| Employer contribution / active EE | $11,512 | $4,089+181.6% | $4,008+187.2% | $7,508+53.3% |
| Participant deferral / active EE | $9,037 | $4,533+99.4% | $4,138+118.4% | $5,521+63.7% |
| Admin fee / account holder | $92,021 | $12,849+616.2% | $12,082+661.6% | $28,387+224.2% |