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 3-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 | $10,682 | $209,336-94.9% | $197,124-94.6% | $137,256-92.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 11.94% | 48.09%-36.2pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $88 | $6,591-98.7% | $6,227-98.6% | $4,156-97.9% |
| Participant deferral / active EE | $395 | $9,614-95.9% | $9,135-95.7% | $6,407-93.8% |
| Admin fee / account holder | $746 | $17,308-95.7% | $16,298-95.4% | $12,270-93.9% |