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 | $4,828 | $165,335-97.1% | $149,696-96.8% | $158,922-97.0% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 41.21% | 348.15%-306.9pp | 276.60%-235.4pp | 302.83%-261.6pp |
| Employer contribution / active EE | $689 | $5,103-86.5% | $4,644-85.2% | $4,761-85.5% |
| Participant deferral / active EE | $2,265 | $7,181-68.5% | $6,842-66.9% | $5,982-62.1% |
| Admin fee / account holder | $1,503 | $10,807-86.1% | $9,309-83.9% | $11,246-86.6% |