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 7-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 | $14,803 | $202,318-92.7% | $172,739-91.4% | $152,861-90.3% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 62.23% | 1029.65%-967.4pp | 802.84%-740.6pp | 345.32%-283.1pp |
| Employer contribution / active EE | $523 | $5,856-91.1% | $5,143-89.8% | $4,762-89.0% |
| Participant deferral / active EE | $2,033 | $5,948-65.8% | $5,198-60.9% | $5,850-65.3% |
| Admin fee / account holder | $370 | $17,109-97.8% | $13,954-97.4% | $11,596-96.8% |