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 | $495,011-92.8% | $442,409-92.0% | $357,791-90.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 18.38% | 92.83%-74.5pp | 90.53%-72.1pp | 396.79%-378.4pp |
| Employer contribution / active EE | $2,733 | $8,270-67.0% | $7,697-64.5% | $7,508-63.6% |
| Participant deferral / active EE | $1,907 | $7,613-75.0% | $7,555-74.8% | $5,521-65.5% |
| Admin fee / account holder | $336 | $60,147-99.4% | $51,603-99.3% | $28,387-98.8% |