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 | $2,107 | $107,334-98.0% | $92,893-97.7% | $152,861-98.6% |
| Participation rate | 82.6% | 79.8%+2.8pp | 76.0%+6.6pp | 82.4%+0.2pp |
| Annual return | 109.96% | 145.58%-35.6pp | 109.41%+0.5pp | 345.32%-235.4pp |
| Employer contribution / active EE | $657 | $4,221-84.4% | $3,653-82.0% | $4,762-86.2% |
| Participant deferral / active EE | $1,063 | $4,845-78.1% | $4,236-74.9% | $5,850-81.8% |
| Admin fee / account holder | $361 | $7,079-94.9% | $5,794-93.8% | $11,596-96.9% |