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 | $62,024 | $483,246-87.2% | $738,328-91.6% | $483,246-87.2% |
| Participation rate | 100.0% | 93.7%+6.3pp | 100.0%0pp | 93.7%+6.3pp |
| Annual return | 22.02% | 24.97%-2.9pp | 10.81%+11.2pp | 24.97%-2.9pp |
| Employer contribution / active EE | $1,465 | $28,334-94.8% | $27,302-94.6% | $28,334-94.8% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $10,228-100.0% | $7,967-100.0% |
| Admin fee / account holder | $511 | $20,852-97.5% | $24,602-97.9% | $20,852-97.5% |