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 10-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 | $6,863 | $180,449-96.2% | $154,107-95.5% | $135,375-94.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 4.34% | 888.09%-883.8pp | 735.12%-730.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $379 | $6,035-93.7% | $5,298-92.8% | $4,779-92.1% |
| Participant deferral / active EE | $869 | $5,806-85.0% | $5,081-82.9% | $5,609-84.5% |
| Admin fee / account holder | $489 | $16,143-97.0% | $13,411-96.4% | $10,827-95.5% |