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 | $19,758 | $171,865-88.5% | $149,718-86.8% | $147,584-86.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.28% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.3pp |
| Employer contribution / active EE | $396 | $6,275-93.7% | $5,445-92.7% | $4,876-91.9% |
| Participant deferral / active EE | $495 | $7,271-93.2% | $6,569-92.5% | $5,439-90.9% |
| Admin fee / account holder | $2,072 | $13,799-85.0% | $11,283-81.6% | $10,885-81.0% |