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 | $12,452 | $176,056-92.9% | $159,436-92.2% | $167,490-92.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 128.68% | 331.75%-203.1pp | 263.57%-134.9pp | 478.56%-349.9pp |
| Employer contribution / active EE | $762 | $5,297-85.6% | $4,829-84.2% | $4,837-84.3% |
| Participant deferral / active EE | $2,471 | $7,750-68.1% | $7,352-66.4% | $6,341-61.0% |
| Admin fee / account holder | $434 | $12,554-96.5% | $10,799-96.0% | $12,309-96.5% |