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 | $231,616 | $697,698-66.8% | $621,730-62.7% | $357,791-35.3% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 8.90% | 10.63%-1.7pp | 10.76%-1.9pp | 396.79%-387.9pp |
| Employer contribution / active EE | $3,000 | $10,590-71.7% | $9,871-69.6% | $7,508-60.0% |
| Participant deferral / active EE | $7,481 | $7,203+3.9% | $6,979+7.2% | $5,521+35.5% |
| Admin fee / account holder | $513 | $75,391-99.3% | $66,065-99.2% | $28,387-98.2% |