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 | $23,002 | $217,402-89.4% | $185,823-87.6% | $167,490-86.3% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 14.94% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $642 | $5,873-89.1% | $5,167-87.6% | $4,837-86.7% |
| Participant deferral / active EE | $1,971 | $6,356-69.0% | $5,568-64.6% | $6,341-68.9% |
| Admin fee / account holder | $660 | $19,811-96.7% | $16,237-95.9% | $12,309-94.6% |