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 | $35,475 | $538,095-93.4% | $477,111-92.6% | $382,429-90.7% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 18.38% | 104.06%-85.7pp | 101.90%-83.5pp | 248.85%-230.5pp |
| Employer contribution / active EE | $2,733 | $9,361-70.8% | $8,708-68.6% | $8,036-66.0% |
| Participant deferral / active EE | $1,907 | $7,856-75.7% | $7,539-74.7% | $5,727-66.7% |
| Admin fee / account holder | $336 | $48,739-99.3% | $42,132-99.2% | $30,732-98.9% |