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 9-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 | $9,649 | $175,202-94.5% | $149,673-93.6% | $139,434-93.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 13.59% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $222 | $5,474-95.9% | $4,818-95.4% | $4,751-95.3% |
| Participant deferral / active EE | $911 | $6,519-86.0% | $5,680-84.0% | $6,710-86.4% |
| Admin fee / account holder | $882 | $16,150-94.5% | $13,210-93.3% | $11,403-92.3% |