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 | $24,571 | $290,899-91.6% | $260,109-90.6% | $248,183-90.1% |
| Participation rate | 100.0% | 52.7%+47.3pp | 43.2%+56.8pp | 45.9%+54.1pp |
| Annual return | 14.03% | 7.75%+6.3pp | 8.93%+5.1pp | 10.21%+3.8pp |
| Employer contribution / active EE | $1,788 | $50,686-96.5% | $43,470-95.9% | $42,272-95.8% |
| Participant deferral / active EE | $0 | $229-100.0% | $223-100.0% | $121-100.0% |
| Admin fee / account holder | $710 | $1,279-44.5% | $1,225-42.0% | $13,518-94.7% |