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 8-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 | $1,321 | $202,318-99.3% | $172,739-99.2% | $152,861-99.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 25.65% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $152 | $5,856-97.4% | $5,143-97.0% | $4,762-96.8% |
| Participant deferral / active EE | $1,006 | $5,948-83.1% | $5,198-80.6% | $5,850-82.8% |
| Admin fee / account holder | $465 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |