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 | $102,983 | $495,011-79.2% | $442,409-76.7% | $357,791-71.2% |
| Participation rate | 88.9% | 88.7%+0.2pp | 88.0%+0.9pp | 85.6%+3.3pp |
| Annual return | 11.79% | 92.83%-81.0pp | 90.53%-78.7pp | 396.79%-385.0pp |
| Employer contribution / active EE | $1,011 | $8,270-87.8% | $7,697-86.9% | $7,508-86.5% |
| Participant deferral / active EE | $849 | $7,613-88.8% | $7,555-88.8% | $5,521-84.6% |
| Admin fee / account holder | $372 | $60,147-99.4% | $51,603-99.3% | $28,387-98.7% |