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 | $10,966 | $209,832-94.8% | $189,513-94.2% | $167,490-93.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.21% | 748.27%-737.1pp | 555.15%-543.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,368 | $6,914-80.2% | $6,162-77.8% | $4,837-71.7% |
| Participant deferral / active EE | $3,044 | $8,935-65.9% | $8,221-63.0% | $6,341-52.0% |
| Admin fee / account holder | $1,050 | $14,293-92.7% | $12,045-91.3% | $12,309-91.5% |